Modern Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,956 shares of VNQ stock, worth $621,309. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,956
Previous 6,956 -0.0%
Holding current value
$621,309
Previous $630 Million 99.9%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$85.55 - $94.34 $157,668 - $173,868
1,843 Added 36.05%
6,956 $630 Million
Q4 2024

May 30, 2025
SELL
$87.85 - $98.6 $154,440 - $173,338
-1,758 Reduced 25.27%
5,198 $463,000
Q4 2024

May 29, 2025
SELL
$87.85 - $98.6 $154,440 - $173,338
-1,758 Reduced 25.27%
5,198 $463,000
Q4 2024

Feb 11, 2025
BUY
$87.85 - $98.6 $23,104 - $25,931
263 Added 5.42%
5,113 $468 Million
Q3 2024

May 30, 2025
SELL
$82.97 - $98.97 $175,896 - $209,816
-2,120 Reduced 30.48%
4,836 $471,000
Q3 2024

May 29, 2025
SELL
$82.97 - $98.97 $175,896 - $209,816
-2,120 Reduced 30.48%
4,836 $471,000
Q3 2024

Nov 05, 2024
SELL
$82.97 - $98.97 $18,004 - $21,476
-217 Reduced 4.28%
4,850 $472 Million
Q2 2024

May 29, 2025
SELL
$78.61 - $85.97 $149,516 - $163,514
-1,902 Reduced 27.34%
5,054 $423,000
Q2 2024

Aug 07, 2024
BUY
$78.61 - $85.97 $7,703 - $8,425
98 Added 1.97%
5,067 $424 Million
Q1 2024

May 28, 2025
SELL
$82.58 - $89.12 $165,325 - $178,418
-2,002 Reduced 28.78%
4,954 $428 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $120,649 - $130,204
1,461 Added 41.65%
4,969 $412 Million
Q4 2023

May 28, 2025
SELL
$71.05 - $89.54 $242,209 - $305,241
-3,409 Reduced 49.01%
3,547 $313 Million
Q4 2023

Feb 14, 2024
BUY
$71.05 - $89.54 $249,243 - $314,106
3,508 New
3,508 $310 Million

Others Institutions Holding VNQ

# of Institutions
1,932
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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