Monograph Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Monograph Wealth Advisors, LLC

  • $656 Million
  • Q2 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 39,905 shares of VNQ stock, worth $3.8 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
39,905
Previous 48,199 17.21%
Holding current value
$3.8 Million
Previous $4.17 Million 19.82%
% of portfolio
0.51%
Previous 0.64%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$78.61 - $85.97 $651,991 - $713,035
-8,294 Reduced 17.21%
39,905 $3.34 Million
Q1 2024

May 14, 2024
BUY
$82.58 - $89.12 $547,918 - $591,311
6,635 Added 15.96%
48,199 $4.17 Million
Q4 2023

Feb 14, 2024
BUY
$71.05 - $89.54 $439,373 - $553,715
6,184 Added 17.48%
41,564 $3.67 Million
Q3 2023

Nov 15, 2023
BUY
$75.44 - $86.89 $160,988 - $185,423
2,134 Added 6.42%
35,380 $2.68 Million
Q2 2023

Aug 11, 2023
BUY
$78.4 - $83.98 $157,584 - $168,799
2,010 Added 6.43%
33,246 $2.78 Million
Q1 2023

May 09, 2023
BUY
$77.59 - $93.7 $6,439 - $7,777
83 Added 0.27%
31,236 $2.59 Million
Q4 2022

Feb 14, 2023
BUY
$76.14 - $88.09 $10,431 - $12,068
137 Added 0.44%
31,153 $2.57 Million
Q3 2022

Nov 15, 2022
SELL
$79.28 - $102.13 $288,579 - $371,753
-3,640 Reduced 10.5%
31,016 $2.49 Million
Q2 2022

Aug 10, 2022
BUY
$87.04 - $112.5 $318,218 - $411,300
3,656 Added 11.79%
34,656 $3.16 Million
Q1 2022

May 13, 2022
BUY
$99.96 - $115.1 $21,591 - $24,861
216 Added 0.7%
31,000 $3.36 Million
Q4 2021

Feb 10, 2022
BUY
$102.53 - $116.01 $3.16 Million - $3.57 Million
30,784 New
30,784 $3.57 Million

Others Institutions Holding VNQ

# of Institutions
1,732
Shares Held
238M
Call Options Held
1.33M
Put Options Held
1.1M
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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