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

Peak Financial Management, Inc.

$330 Million
Q1 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 4,096 shares of VNQ stock, worth $365,854. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,096

Previous 4,606 11.07%

Holding current value

$365,854

Previous $410,000 9.76%

% of portfolio

0.11%

Previous 0.12%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,933

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

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