Perissos Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Perissos Private Wealth Management, LLC

$126 Billion
Q2 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 3,481 shares of VNQ stock, worth $318,233. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,481

Previous 3,477 0.12%

Holding current value

$318,233

Previous $315 Million 1.51%

% of portfolio

0.25%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$79.79 - $91.42 $319 - $365	4 Added 0.12%	3,481 $310 Million
Q1 2025 Apr 25, 2025	SELL	$85.55 - $94.34 $20,959 - $23,113	-245 Reduced 6.58%	3,477 $315 Million
Q4 2024 Jan 29, 2025	BUY	$87.85 - $98.6 $439 - $493	5 Added 0.13%	3,722 $332 Million
Q3 2024 Nov 12, 2024	SELL	$82.97 - $98.97 $5,724 - $6,828	-69 Reduced 1.82%	3,717 $362 Million
Q2 2024 Aug 09, 2024	SELL	$78.61 - $85.97 $71,456 - $78,146	-909 Reduced 19.36%	3,786 $317 Million
Q1 2024 May 14, 2024	BUY	$82.58 - $89.12 $387,713 - $418,418	4,695 New	4,695 $406 Million

Others Institutions Holding VNQ

# of Institutions

1,913

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Account

Perissos Private Wealth Management, LLC Vanguard Specialized Funds Van Transaction History