Partners In Financial Planning Vanguard Specialized Funds Van Transaction History

Partners In Financial Planning

$490 Billion
Q4 2024

A detailed history of Partners In Financial Planning transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Partners In Financial Planning holds 147,789 shares of VNQ stock, worth $13.3 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

147,789

Holding current value

$13.3 Million

% of portfolio

2.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$87.85 - $98.6 $13 Million - $14.6 Million	147,789 New	147,789 $13.2 Billion
Q3 2024 Feb 26, 2025	BUY	$82.97 - $98.97 $55,175 - $65,815	665 Added 0.43%	153,764 $15 Billion
Q2 2024 Feb 26, 2025	BUY	$78.61 - $85.97 $121,373 - $132,737	1,544 Added 1.02%	153,099 $12.8 Billion
Q1 2024 Feb 26, 2025	BUY	$82.58 - $89.12 $82,580 - $89,120	1,000 Added 0.66%	151,555 $13.1 Billion
Q4 2023 Feb 26, 2025	BUY	$71.05 - $89.54 $757,393 - $954,496	10,660 Added 7.62%	150,555 $13.3 Billion
Q3 2023 Mar 04, 2025	SELL	$75.44 - $86.89 $114,216 - $131,551	-1,514 Reduced 1.02%	146,275 $11.1 Billion
Q2 2023 Feb 26, 2025	SELL	$78.4 - $83.98 $150,998 - $161,745	-1,926 Reduced 1.36%	139,895 $11.7 Billion
Q1 2023 Feb 26, 2025	SELL	$77.59 - $93.7 $463,057 - $559,201	-5,968 Reduced 4.04%	141,821 $11.8 Billion

Others Institutions Holding VNQ

# of Institutions

1,916

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Partners In Financial Planning Vanguard Specialized Funds Van Transaction History