A detailed history of Oxford Financial Group LTD transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Oxford Financial Group LTD holds 13,511 shares of VNQ stock, worth $1.21 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,511
Previous 18,577 27.27%
Holding current value
$1.21 Million
Previous $1.56 Million 15.42%
% of portfolio
0.08%
Previous 0.1%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$82.97 - $98.97 $420,326 - $501,382
-5,066 Reduced 27.27%
13,511 $1.32 Million
Q2 2024

Aug 13, 2024

BUY
$78.61 - $85.97 $202,342 - $221,286
2,574 Added 16.08%
18,577 $1.56 Million
Q1 2024

May 13, 2024

SELL
$82.58 - $89.12 $14,616 - $15,774
-177 Reduced 1.09%
16,003 $1.38 Million
Q2 2023

Aug 10, 2023

SELL
$78.4 - $83.98 $152,252 - $163,089
-1,942 Reduced 10.72%
16,180 $1.35 Million
Q1 2023

May 12, 2023

SELL
$77.59 - $93.7 $34,449 - $41,602
-444 Reduced 2.39%
18,122 $1.5 Million
Q4 2022

Feb 14, 2023

SELL
$76.14 - $88.09 $8,679 - $10,042
-114 Reduced 0.61%
18,566 $1.53 Million
Q3 2022

Nov 02, 2022

SELL
$79.28 - $102.13 $15,856 - $20,426
-200 Reduced 1.06%
18,680 $1.5 Million
Q2 2022

Aug 11, 2022

BUY
$87.04 - $112.5 $38,297 - $49,500
440 Added 2.39%
18,880 $1.72 Million
Q1 2022

May 13, 2022

SELL
$99.96 - $115.1 $191,823 - $220,876
-1,919 Reduced 9.43%
18,440 $2 Million
Q4 2021

Feb 10, 2022

BUY
$102.53 - $116.01 $41,729 - $47,216
407 Added 2.04%
20,359 $2.36 Million
Q4 2020

Feb 10, 2021

BUY
$76.08 - $86.67 $52,875 - $60,235
695 Added 3.61%
19,952 $1.7 Million
Q3 2020

Nov 12, 2020

BUY
$76.31 - $83.64 $26,555 - $29,106
348 Added 1.84%
19,257 $1.52 Million
Q2 2020

Aug 05, 2020

BUY
$64.53 - $86.79 $28,715 - $38,621
445 Added 2.41%
18,909 $1.49 Million
Q1 2020

May 12, 2020

SELL
$56.91 - $99.57 $1.86 Million - $3.25 Million
-32,607 Reduced 63.85%
18,464 $1.29 Million
Q4 2019

Feb 10, 2020

BUY
$90.14 - $95.25 $1.06 Million - $1.12 Million
11,754 Added 29.9%
51,071 $4.74 Million
Q3 2019

Nov 08, 2019

BUY
$91.64 - $93.61 $183,371 - $187,313
2,001 Added 5.36%
39,317 $3.67 Million
Q2 2019

Jul 30, 2019

SELL
N/A
-1,025 Reduced 2.67%
37,316 $3.26 Million
Q1 2019

Apr 26, 2019

SELL
N/A
-1,770 Reduced 4.41%
38,341 $3.33 Million
Q4 2018

Jan 25, 2019

BUY
N/A
40,111 New
40,111 $2.99 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
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