Optimum Investment Advisors Vanguard Specialized Funds Van Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Optimum Investment Advisors holds 220 shares of VNQ stock, worth $19,652. This represents 0.01% of its overall portfolio holdings.

Number of Shares
220
Previous 220 -0.0%
Holding current value
$19,652
Previous $18,000 16.67%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$78.61 - $85.97 $5,895 - $6,447
-75 Reduced 25.42%
220 $18,000
Q4 2023

Jan 08, 2024
SELL
$71.05 - $89.54 $13,499 - $17,012
-190 Reduced 39.18%
295 $26,000
Q3 2023

Oct 13, 2023
SELL
$75.44 - $86.89 $6,638 - $7,646
-88 Reduced 15.36%
485 $36,000
Q2 2023

Aug 03, 2023
SELL
$78.4 - $83.98 $5,880 - $6,298
-75 Reduced 11.57%
573 $47,000
Q1 2022

Apr 08, 2022
SELL
$99.96 - $115.1 $64,474 - $74,239
-645 Reduced 49.88%
648 $70,000
Q3 2021

Oct 22, 2021
SELL
$101.78 - $110.92 $238,165 - $259,552
-2,340 Reduced 64.41%
1,293 $132,000
Q1 2021

Apr 15, 2021
SELL
$81.97 - $92.98 $18,033 - $20,455
-220 Reduced 5.71%
3,633 $334,000
Q4 2020

Jan 21, 2021
SELL
$76.08 - $86.67 $87,872 - $100,103
-1,155 Reduced 23.06%
3,853 $327,000
Q3 2020

Oct 06, 2020
SELL
$76.31 - $83.64 $763 - $836
-10 Reduced 0.2%
5,008 $395,000
Q1 2020

Apr 21, 2020
BUY
$56.91 - $99.57 $569 - $995
10 Added 0.2%
5,018 $351,000
Q4 2019

Jan 22, 2020
SELL
$90.14 - $95.25 $20,732 - $21,907
-230 Reduced 4.39%
5,008 $465,000
Q3 2019

Oct 17, 2019
BUY
$91.64 - $93.61 $21,077 - $21,530
230 Added 4.59%
5,238 $488,000
Q1 2019

May 03, 2019
SELL
N/A
-435 Reduced 7.99%
5,008 $435,000
Q1 2018

May 09, 2018
SELL
N/A
-25 Reduced 0.46%
5,443 $411,000
Q4 2017

Jan 16, 2018
SELL
N/A
-450 Reduced 7.6%
5,468 $454,000
Q3 2017

Nov 21, 2017
SELL
N/A
-275 Reduced 4.44%
5,918 $492,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,193
6,193 $515,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
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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