Personal Cfo Solutions, LLC Vanguard Specialized Funds Van Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,512 shares of VNQ stock, worth $427,827. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,512
Previous 4,390 2.78%
Holding current value
$427,827
Previous $367,000 19.62%
% of portfolio
0.06%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$82.97 - $98.97 $10,122 - $12,074
122 Added 2.78%
4,512 $439,000
Q2 2024

Aug 09, 2024
BUY
$78.61 - $85.97 $7,467 - $8,167
95 Added 2.21%
4,390 $367,000
Q1 2024

May 13, 2024
SELL
$82.58 - $89.12 $5,532 - $5,971
-67 Reduced 1.54%
4,295 $371,000
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $309,920 - $390,573
4,362 New
4,362 $385,000
Q2 2023

Aug 10, 2023
SELL
$78.4 - $83.98 $1,332 - $1,427
-17 Reduced 0.45%
3,762 $314,000
Q1 2023

May 09, 2023
BUY
$77.59 - $93.7 $3,258 - $3,935
42 Added 1.12%
3,779 $313,000
Q4 2022

Feb 14, 2023
BUY
$76.14 - $88.09 $2,436 - $2,818
32 Added 0.86%
3,737 $308,000
Q3 2022

Nov 01, 2022
BUY
$79.28 - $102.13 $3,884 - $5,004
49 Added 1.34%
3,705 $297,000
Q2 2022

Aug 05, 2022
SELL
$87.04 - $112.5 $29,680 - $38,362
-341 Reduced 8.53%
3,656 $333,000
Q1 2022

May 02, 2022
SELL
$99.96 - $115.1 $15,193 - $17,495
-152 Reduced 3.66%
3,997 $433,000
Q4 2021

Feb 11, 2022
SELL
$102.53 - $116.01 $215,005 - $243,272
-2,097 Reduced 33.57%
4,149 $481,000
Q3 2021

Nov 18, 2021
BUY
$101.78 - $110.92 $8,753 - $9,539
86 Added 1.4%
6,246 $636,000
Q2 2021

Jul 22, 2021
SELL
$93.53 - $105.5 $98,206 - $110,775
-1,050 Reduced 14.56%
6,160 $627,000
Q1 2021

Apr 21, 2021
BUY
$81.97 - $92.98 $2,459 - $2,789
30 Added 0.42%
7,210 $662,000
Q4 2020

Feb 09, 2021
SELL
$76.08 - $86.67 $90,839 - $103,483
-1,194 Reduced 14.26%
7,180 $0
Q3 2020

Nov 02, 2020
SELL
$76.31 - $83.64 $279,981 - $306,875
-3,669 Reduced 30.47%
8,374 $1,000
Q2 2020

Aug 03, 2020
BUY
$64.53 - $86.79 $16,067 - $21,610
249 Added 2.11%
12,043 $946,000
Q1 2020

Apr 30, 2020
BUY
$56.91 - $99.57 $49,625 - $86,825
872 Added 7.98%
11,794 $824,000
Q4 2019

Feb 13, 2020
BUY
$90.14 - $95.25 $96,539 - $102,012
1,071 Added 10.87%
10,922 $1.01 Million
Q3 2019

Nov 13, 2019
BUY
$91.64 - $93.61 $902,745 - $922,152
9,851 New
9,851 $919,000

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
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
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