Pinnacle Family Advisors, LLC Vanguard Specialized Funds Van Transaction History

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 7,925 shares of VNQ stock, worth $735,519. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,925
Previous 8,178 3.09%
Holding current value
$735,519
Previous $740,000 4.73%
% of portfolio
0.39%
Previous 0.46%

Shares

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

Aug 14, 2025
SELL
$79.79 - $91.42 $20,186 - $23,129
-253 Reduced 3.09%
7,925 $705,000
Q1 2025

May 15, 2025
SELL
$85.55 - $94.34 $2,566 - $2,830
-30 Reduced 0.37%
8,178 $740,000
Q4 2024

Feb 14, 2025
BUY
$87.85 - $98.6 $36,018 - $40,426
410 Added 5.26%
8,208 $731,000
Q3 2024

Nov 14, 2024
SELL
$82.97 - $98.97 $13,607 - $16,231
-164 Reduced 2.06%
7,798 $759,000
Q2 2024

Aug 14, 2024
BUY
$78.61 - $85.97 $625,892 - $684,493
7,962 New
7,962 $666,000
Q1 2022

May 16, 2022
SELL
$99.96 - $115.1 $280,687 - $323,200
-2,808 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$102.53 - $116.01 $459,129 - $519,492
-4,478 Reduced 61.46%
2,808 $326,000
Q3 2021

Nov 12, 2021
BUY
$101.78 - $110.92 $18,015 - $19,632
177 Added 2.49%
7,286 $742,000
Q2 2021

Aug 16, 2021
BUY
$93.53 - $105.5 $388,523 - $438,247
4,154 Added 140.58%
7,109 $724,000
Q1 2021

May 14, 2021
BUY
$81.97 - $92.98 $242,221 - $274,755
2,955 New
2,955 $271,000
Q1 2020

May 13, 2020
SELL
$56.91 - $99.57 $172,608 - $301,995
-3,033 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$90.14 - $95.25 $2,433 - $2,571
27 Added 0.9%
3,033 $281,000
Q3 2019

Nov 14, 2019
BUY
$91.64 - $93.61 $15,212 - $15,539
166 Added 5.85%
3,006 $280,000
Q2 2019

Aug 14, 2019
BUY
N/A
2,840 New
2,840 $248,000
Q1 2018

May 15, 2018
SELL
N/A
-6,775 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
983 Added 16.97%
6,775 $562,000
Q3 2017

Nov 13, 2017
SELL
N/A
-14 Reduced 0.24%
5,792 $481,000
Q2 2017

Sep 08, 2017
BUY
N/A
237 Added 4.26%
5,806 $483,000
Q1 2017

Sep 08, 2017
BUY
N/A
5,569
5,569 $460,000

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

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, 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 Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email