North Ridge Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History

North Ridge Wealth Advisors, Inc.

$163 Billion
Q2 2025

A detailed history of North Ridge Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 6,330 shares of VNQ stock, worth $578,688. This represents 0.35% of its overall portfolio holdings.

Number of Shares

6,330

Previous 6,158 2.79%

Holding current value

$578,688

Previous $558 Million 1.12%

% of portfolio

0.35%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$79.79 - $91.42 $13,723 - $15,724	172 Added 2.79%	6,330 $564 Million
Q4 2024 May 09, 2025	SELL	$87.85 - $98.6 $45,769 - $51,370	-521 Reduced 7.8%	6,158 $549 Million
Q3 2024 Oct 23, 2024	SELL	$82.97 - $98.97 $146,359 - $174,583	-1,764 Reduced 20.89%	6,679 $651 Million
Q2 2024 Jul 30, 2024	SELL	$78.61 - $85.97 $90,165 - $98,607	-1,147 Reduced 11.96%	8,443 $707 Million
Q1 2024 Apr 24, 2024	BUY	$82.58 - $89.12 $3,881 - $4,188	47 Added 0.49%	9,590 $829 Million
Q4 2023 Jan 18, 2024	SELL	$71.05 - $89.54 $211,657 - $266,739	-2,979 Reduced 23.79%	9,543 $843 Million
Q3 2023 Oct 19, 2023	SELL	$75.44 - $86.89 $30,176 - $34,756	-400 Reduced 3.1%	12,522 $947 Million
Q2 2023 Jul 26, 2023	BUY	$78.4 - $83.98 $5,488 - $5,878	70 Added 0.54%	12,922 $1.08 Billion
Q1 2023 Apr 28, 2023	BUY	$77.59 - $93.7 $997,186 - $1.2 Million	12,852 New	12,852 $1.07 Billion

Others Institutions Holding VNQ

# of Institutions

1,913

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
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North Ridge Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History