My Personal Cfo, LLC Vanguard Specialized Funds Van Transaction History

My Personal Cfo, LLC

$206 Million
Q2 2025

A detailed history of My Personal Cfo, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, My Personal Cfo, LLC holds 33,953 shares of VNQ stock, worth $3.1 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

33,953

Previous 30,826 10.14%

Holding current value

$3.1 Million

Previous $2.79 Million 8.35%

% of portfolio

1.47%

Previous 1.49%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$79.79 - $91.42 $249,503 - $285,870	3,127 Added 10.14%	33,953 $3.02 Million
Q1 2025 Apr 23, 2025	BUY	$85.55 - $94.34 $8,726 - $9,622	102 Added 0.33%	30,826 $2.79 Million
Q4 2024 Jan 24, 2025	BUY	$87.85 - $98.6 $56,487 - $63,399	643 Added 2.14%	30,724 $2.74 Million
Q3 2024 Oct 21, 2024	SELL	$82.97 - $98.97 $182,699 - $217,931	-2,202 Reduced 6.82%	30,081 $2.93 Million
Q2 2024 Jul 25, 2024	BUY	$78.61 - $85.97 $171,605 - $187,672	2,183 Added 7.25%	32,283 $2.7 Million
Q1 2024 Apr 24, 2024	BUY	$82.58 - $89.12 $89,351 - $96,427	1,082 Added 3.73%	30,100 $2.6 Million
Q4 2023 Jan 22, 2024	BUY	$71.05 - $89.54 $438,733 - $552,909	6,175 Added 27.03%	29,018 $2.56 Million
Q3 2023 Nov 06, 2023	SELL	$75.44 - $86.89 $7,996 - $9,210	-106 Reduced 0.46%	22,843 $1.73 Million
Q2 2023 Jul 12, 2023	SELL	$78.4 - $83.98 $146,059 - $156,454	-1,863 Reduced 7.51%	22,949 $1.92 Million
Q1 2023 Apr 21, 2023	BUY	$77.59 - $93.7 $1.17 Million - $1.41 Million	15,078 Added 154.9%	24,812 $2.06 Million
Q4 2022 Jan 11, 2023	BUY	$76.14 - $88.09 $57,105 - $66,067	750 Added 8.35%	9,734 $0
Q3 2022 Oct 20, 2022	BUY	$79.28 - $102.13 $872 - $1,123	11 Added 0.12%	8,984 $1.59 Million
Q3 2022 Oct 18, 2022	SELL	$79.28 - $102.13 $773,614 - $996,584	-9,758 Reduced 52.1%	8,973 $719,000
Q2 2022 Aug 03, 2022	BUY	$87.04 - $112.5 $1.63 Million - $2.11 Million	18,731 New	18,731 $1.71 Million
Q2 2022 Jul 08, 2022	SELL	$87.04 - $112.5 $1.52 Million - $1.97 Million	-17,519 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$99.96 - $115.1 $54,078 - $62,269	-541 Reduced 3.0%	17,519 $1.9 Million
Q4 2021 Apr 29, 2022	BUY	$102.53 - $116.01 $1.85 Million - $2.1 Million	18,060 New	18,060 $2.1 Million

Others Institutions Holding VNQ

# of Institutions

1,912

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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My Personal Cfo, LLC Vanguard Specialized Funds Van Transaction History