Peak Financial Management, Inc. Vanguard Specialized Funds Van Transaction History

Peak Financial Management, Inc.

  • $338 Million
  • Q2 2025

A detailed history of Peak Financial Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Peak Financial Management, Inc. holds 4,116 shares of VNQ stock, worth $377,478. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,116
Previous 4,096 0.49%
Holding current value
$377,478
Previous $370,000 1.08%
% of portfolio
0.11%
Previous 0.11%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$79.79 - $91.42 $1,595 - $1,828
20 Added 0.49%
4,116 $366,000
Q1 2025

May 12, 2025
SELL
$85.55 - $94.34 $43,630 - $48,113
-510 Reduced 11.07%
4,096 $370,000
Q4 2024

Jan 21, 2025
BUY
$87.85 - $98.6 $3,514 - $3,944
40 Added 0.88%
4,606 $410,000
Q3 2024

Oct 15, 2024
BUY
$82.97 - $98.97 $34,017 - $40,577
410 Added 9.87%
4,566 $444,000
Q2 2024

Jul 22, 2024
BUY
$78.61 - $85.97 $1,336 - $1,461
17 Added 0.41%
4,156 $348,000
Q1 2024

Apr 22, 2024
BUY
$82.58 - $89.12 $33,444 - $36,093
405 Added 10.85%
4,139 $357,000
Q4 2023

Jan 18, 2024
SELL
$71.05 - $89.54 $89,238 - $112,462
-1,256 Reduced 25.17%
3,734 $329,000
Q3 2023

Oct 24, 2023
SELL
$75.44 - $86.89 $2.31 Million - $2.66 Million
-30,604 Reduced 85.98%
4,990 $377,000
Q2 2023

Jul 26, 2023
SELL
$78.4 - $83.98 $736,646 - $789,076
-9,396 Reduced 20.88%
35,594 $2.97 Million
Q1 2023

Apr 24, 2023
SELL
$77.59 - $93.7 $53,459 - $64,559
-689 Reduced 1.51%
44,990 $3.74 Million
Q4 2022

Jan 27, 2023
SELL
$76.14 - $88.09 $1,598 - $1,849
-21 Reduced 0.05%
45,679 $3.77 Million
Q3 2022

Oct 28, 2022
SELL
$79.28 - $102.13 $254,409 - $327,735
-3,209 Reduced 6.56%
45,700 $3.66 Million
Q2 2022

Jul 29, 2022
BUY
$87.04 - $112.5 $20,193 - $26,100
232 Added 0.48%
48,909 $4.46 Million
Q1 2022

Apr 20, 2022
BUY
$99.96 - $115.1 $120,751 - $139,040
1,208 Added 2.54%
48,677 $5.28 Million
Q4 2021

Jan 27, 2022
SELL
$102.53 - $116.01 $124,779 - $141,184
-1,217 Reduced 2.5%
47,469 $5.51 Million
Q3 2021

Oct 19, 2021
BUY
$101.78 - $110.92 $35,928 - $39,154
353 Added 0.73%
48,686 $4.96 Million
Q2 2021

Aug 04, 2021
SELL
$93.53 - $105.5 $12,813 - $14,453
-137 Reduced 0.28%
48,333 $4.92 Million
Q1 2021

Apr 29, 2021
SELL
$81.97 - $92.98 $2,213 - $2,510
-27 Reduced 0.06%
48,470 $4.45 Million
Q4 2020

Jan 26, 2021
BUY
$76.08 - $86.67 $163,876 - $186,687
2,154 Added 4.65%
48,497 $4.12 Million
Q3 2020

Oct 19, 2020
SELL
$76.31 - $83.64 $5,418 - $5,938
-71 Reduced 0.15%
46,343 $3.66 Million
Q2 2020

Aug 06, 2020
SELL
$64.53 - $86.79 $368,079 - $495,050
-5,704 Reduced 10.94%
46,414 $3.65 Million
Q1 2020

Apr 29, 2020
SELL
$56.91 - $99.57 $66,983 - $117,193
-1,177 Reduced 2.21%
52,118 $3.64 Million
Q4 2019

Jan 31, 2020
SELL
$90.14 - $95.25 $164,235 - $173,545
-1,822 Reduced 3.31%
53,295 $4.95 Million
Q3 2019

Oct 29, 2019
BUY
$91.64 - $93.61 $28,041 - $28,644
306 Added 0.56%
55,117 $5.14 Million
Q2 2019

Aug 01, 2019
SELL
N/A
-1,954 Reduced 3.44%
54,811 $4.79 Million
Q1 2019

May 01, 2019
SELL
N/A
-24,339 Reduced 30.01%
56,765 $4.93 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-5,099 Reduced 5.92%
81,104 $6.05 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-4,342 Reduced 4.8%
86,203 $6.96 Million
Q2 2018

Jul 19, 2018
SELL
N/A
-1,912 Reduced 2.07%
90,545 $7.38 Million
Q1 2018

May 08, 2018
SELL
N/A
-10,059 Reduced 9.81%
92,457 $6.98 Million
Q4 2017

Feb 08, 2018
SELL
N/A
-2,049 Reduced 1.96%
102,516 $8.51 Million
Q3 2017

Oct 30, 2017
SELL
N/A
-153 Reduced 0.15%
104,565 $8.69 Million
Q2 2017

Aug 14, 2017
BUY
N/A
104,718
104,718 $8.72 Million

Others Institutions Holding VNQ

# of Institutions
1,934
Shares Held
234M
Call Options Held
1.13M
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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