Morling Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Morling Financial Advisors, LLC

$272 Million
Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,162 shares of VNQ stock, worth $106,567. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,162

Previous 1,182 1.69%

Holding current value

$106,567

Previous $105,000 -0.0%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$85.55 - $94.34 $1,711 - $1,886	-20 Reduced 1.69%	1,162 $105,000
Q4 2024 Feb 07, 2025	SELL	$87.85 - $98.6 $12,474 - $14,001	-142 Reduced 10.73%	1,182 $105,000
Q3 2024 Oct 18, 2024	BUY	$82.97 - $98.97 $14,602 - $17,418	176 Added 15.33%	1,324 $128,000
Q1 2024 May 13, 2024	BUY	$82.58 - $89.12 $825 - $891	10 Added 0.88%	1,148 $99,000
Q4 2023 Feb 02, 2024	BUY	$71.05 - $89.54 $1,705 - $2,148	24 Added 2.15%	1,138 $100,000
Q3 2023 Nov 08, 2023	BUY	$75.44 - $86.89 $905 - $1,042	12 Added 1.09%	1,114 $84,000
Q2 2023 Jul 28, 2023	BUY	$78.4 - $83.98 $74,715 - $80,032	953 Added 639.6%	1,102 $92,000
Q1 2023 May 02, 2023	BUY	$77.59 - $93.7 $11,483 - $13,867	148 Added 14800.0%	149 $12,000
Q2 2022 Aug 01, 2022	BUY	$87.04 - $112.5 $87 - $112	1 New	1 $0

Others Institutions Holding VNQ

# of Institutions

1,934

Shares Held

234M

Call Options Held

1.13M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Morling Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History