Peninsula Wealth, LLC Vanguard Specialized Funds Van Transaction History

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 30, 2024
BUY
$82.58 - $89.12 $1.24 Million - $1.34 Million
14,992 New
14,992 $1.3 Million
Q4 2023

Feb 14, 2024
SELL
$71.05 - $89.54 $1.72 Million - $2.16 Million
-24,175 Reduced 51.88%
22,424 $1.98 Million
Q3 2023

Nov 13, 2023
BUY
$75.44 - $86.89 $50,922 - $58,650
675 Added 1.47%
46,599 $3.53 Million
Q2 2023

Aug 14, 2023
BUY
$78.4 - $83.98 $31,595 - $33,843
403 Added 0.89%
45,924 $3.84 Million
Q1 2023

May 11, 2023
BUY
$77.59 - $93.7 $45,700 - $55,189
589 Added 1.31%
45,521 $3.78 Million
Q4 2022

Feb 10, 2023
SELL
$76.14 - $88.09 $59,313 - $68,622
-779 Reduced 1.7%
44,932 $3.71 Million
Q3 2022

Nov 14, 2022
SELL
$79.28 - $102.13 $55,575 - $71,593
-701 Reduced 1.51%
45,711 $3.67 Million
Q2 2022

Aug 08, 2022
BUY
$87.04 - $112.5 $27,069 - $34,987
311 Added 0.67%
46,412 $4.23 Million
Q1 2022

May 06, 2022
BUY
$99.96 - $115.1 $9,896 - $11,394
99 Added 0.22%
46,101 $5 Million
Q4 2021

Feb 04, 2022
BUY
$102.53 - $116.01 $43,882 - $49,652
428 Added 0.94%
46,002 $5.34 Million
Q3 2021

Nov 09, 2021
BUY
$101.78 - $110.92 $54,554 - $59,453
536 Added 1.19%
45,574 $4.64 Million
Q2 2021

Aug 13, 2021
BUY
$93.53 - $105.5 $99,141 - $111,830
1,060 Added 2.41%
45,038 $4.58 Million
Q1 2021

May 10, 2021
SELL
$81.97 - $92.98 $34,673 - $39,330
-423 Reduced 0.95%
43,978 $4.04 Million
Q4 2020

Feb 10, 2021
BUY
$76.08 - $86.67 $532,255 - $606,343
6,996 Added 18.7%
44,401 $3.77 Million
Q3 2020

Nov 12, 2020
BUY
$76.31 - $83.64 $32,355 - $35,463
424 Added 1.15%
37,405 $2.95 Million
Q2 2020

Aug 11, 2020
SELL
$64.53 - $86.79 $75,564 - $101,631
-1,171 Reduced 3.07%
36,981 $2.9 Million
Q1 2020

May 12, 2020
BUY
$56.91 - $99.57 $70,226 - $122,869
1,234 Added 3.34%
38,152 $2.67 Million
Q4 2019

Feb 10, 2020
SELL
$90.14 - $95.25 $262,127 - $276,987
-2,908 Reduced 7.3%
36,918 $3.43 Million
Q3 2019

Nov 08, 2019
BUY
$91.64 - $93.61 $36,747 - $37,537
401 Added 1.02%
39,826 $3.72 Million
Q2 2019

Aug 02, 2019
BUY
N/A
2,254 Added 6.06%
39,425 $3.45 Million
Q1 2019

May 08, 2019
SELL
N/A
-4,043 Reduced 9.81%
37,171 $3.23 Million
Q4 2018

Feb 11, 2019
BUY
N/A
438 Added 1.07%
41,214 $3.07 Million
Q3 2018

Nov 21, 2018
BUY
N/A
761 Added 1.9%
40,776 $3.29 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-1,444 Reduced 3.48%
40,015 $3.26 Million
Q1 2018

May 15, 2018
BUY
N/A
41,459 New
41,459 $3.13 Million

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
Track This Portfolio

Track Peninsula Wealth, LLC Portfolio

Follow Peninsula Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email