Northern Oak Wealth Management Inc Vanguard Specialized Funds Van Transaction History

Northern Oak Wealth Management Inc

  • $839 Million
  • Q1 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 19,430 shares of VNQ stock, worth $1.62 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
19,430
Previous 19,430 -0.0%
Holding current value
$1.62 Million
Previous $1.72 Million 2.1%
% of portfolio
0.2%
Previous 0.21%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024
SELL
$71.05 - $89.54 $639 - $805
-9 Reduced 0.05%
19,430 $1.72 Million
Q2 2023

Jul 31, 2023
SELL
$78.4 - $83.98 $59,662 - $63,908
-761 Reduced 3.77%
19,439 $1.62 Million
Q4 2022

Feb 13, 2023
BUY
$81.07 - $88.09 $762,057 - $828,046
9,400 Added 87.04%
20,200 $1.67 Million
Q3 2022

Nov 14, 2022
BUY
N/A
761 Added 7.58%
10,800 $866,000
Q3 2021

Nov 15, 2021
SELL
N/A
-136 Reduced 1.34%
10,039 $1.02 Million
Q2 2021

Aug 17, 2021
SELL
N/A
-1,307 Reduced 11.38%
10,175 $1.04 Million
Q1 2021

May 14, 2021
SELL
N/A
-325 Reduced 2.75%
11,482 $1.06 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-108 Reduced 0.91%
11,807 $932,000
Q2 2020

Aug 17, 2020
BUY
N/A
1,555 Added 15.01%
11,915 $936,000
Q1 2019

Apr 24, 2019
SELL
N/A
-7 Reduced 0.07%
10,360 $0
Q4 2018

Feb 14, 2019
SELL
N/A
-33 Reduced 0.32%
10,367 $0
Q2 2018

Aug 13, 2018
SELL
N/A
-725 Reduced 6.52%
10,400 $0
Q1 2018

May 11, 2018
BUY
N/A
5,102 Added 84.71%
11,125 $0
Q4 2017

Feb 16, 2018
BUY
N/A
944 Added 18.59%
6,023 $0
Q3 2017

Nov 15, 2017
BUY
N/A
5,079
5,079 $0

Others Institutions Holding VNQ

# of Institutions
1,751
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email