Opal Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,869 shares of VNQ stock, worth $166,939. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,869
Holding current value
$166,939
% of portfolio
0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$85.55 - $94.34 $159,892 - $176,321
1,869 New
1,869 $167,000
Q3 2024

Oct 15, 2024
BUY
$82.97 - $98.97 $2,323 - $2,771
28 Added 1.31%
2,167 $211,000
Q2 2024

Jul 12, 2024
SELL
$78.61 - $85.97 $1,886 - $2,063
-24 Reduced 1.11%
2,139 $179,000
Q1 2024

Apr 11, 2024
SELL
$82.58 - $89.12 $18,828 - $20,319
-228 Reduced 9.54%
2,163 $187,000
Q4 2023

Jan 19, 2024
BUY
$71.05 - $89.54 $169,880 - $214,090
2,391 New
2,391 $211,000

Others Institutions Holding VNQ

# of Institutions
1,935
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
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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