North Berkeley Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 16,483 shares of VNQ stock, worth $1.49 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
16,483
Previous 11,949 37.94%
Holding current value
$1.49 Million
Previous $1.08 Billion 35.69%
% of portfolio
1.35%
Previous 1.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$79.79 - $91.42 $361,767 - $414,498
4,534 Added 37.94%
16,483 $1.47 Billion
Q1 2025

Aug 13, 2025
BUY
$85.55 - $94.34 $427 - $471
5 Added 0.04%
11,949 $1.08 Billion
Q4 2024

Apr 03, 2025
BUY
$87.85 - $98.6 $1.05 Million - $1.18 Million
11,944 New
11,944 $1.06 Billion

Others Institutions Holding VNQ

# of Institutions
1,916
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
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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