Plante Moran Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 209 shares of VNQ stock, worth $20,114. This represents 0.0% of its overall portfolio holdings.

Number of Shares
209
Previous 201 3.98%
Holding current value
$20,114
Previous $16,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 30, 2024
BUY
$82.97 - $98.97 $663 - $791
8 Added 3.98%
209 $20,000
Q2 2024

Aug 12, 2024
SELL
$78.61 - $85.97 $23,189 - $25,361
-295 Reduced 59.48%
201 $16,000
Q1 2024

May 09, 2024
BUY
$82.58 - $89.12 $35,839 - $38,678
434 Added 700.0%
496 $42,000
Q4 2023

Feb 05, 2024
SELL
$71.05 - $89.54 $355 - $447
-5 Reduced 7.46%
62 $5,000
Q3 2023

Nov 07, 2023
SELL
$75.44 - $86.89 $1,131 - $1,303
-15 Reduced 18.29%
67 $5,000
Q2 2023

Aug 07, 2023
BUY
$78.4 - $83.98 $3,292 - $3,527
42 Added 105.0%
82 $6,000
Q1 2023

May 08, 2023
SELL
$77.59 - $93.7 $91,711 - $110,753
-1,182 Reduced 96.73%
40 $3,000
Q4 2022

Feb 09, 2023
BUY
$76.14 - $88.09 $71,114 - $82,276
934 Added 324.31%
1,222 $100,000
Q2 2022

Aug 02, 2022
BUY
$87.04 - $112.5 $11,576 - $14,962
133 Added 85.81%
288 $26,000
Q1 2022

May 06, 2022
SELL
$99.96 - $115.1 $14,993 - $17,265
-150 Reduced 49.18%
155 $17,000
Q4 2021

Feb 09, 2022
SELL
$102.53 - $116.01 $3,793 - $4,292
-37 Reduced 10.82%
305 $35,000
Q3 2021

Nov 08, 2021
BUY
$101.78 - $110.92 $31,042 - $33,830
305 Added 824.32%
342 $35,000
Q2 2021

Aug 10, 2021
SELL
$93.53 - $105.5 $2,899 - $3,270
-31 Reduced 45.59%
37 $4,000
Q1 2021

May 13, 2021
BUY
$81.97 - $92.98 $2,541 - $2,882
31 Added 83.78%
68 $6,000
Q4 2020

Feb 09, 2021
SELL
$76.08 - $86.67 $836 - $953
-11 Reduced 22.92%
37 $3,000
Q3 2020

Nov 12, 2020
BUY
$76.31 - $83.64 $839 - $920
11 Added 29.73%
48 $4,000
Q2 2020

Aug 10, 2020
SELL
$64.53 - $86.79 $13,938 - $18,746
-216 Reduced 85.38%
37 $3,000
Q1 2020

May 07, 2020
BUY
$56.91 - $99.57 $12,292 - $21,507
216 Added 583.78%
253 $18,000
Q4 2019

Feb 14, 2020
SELL
$90.14 - $95.25 $135,210 - $142,875
-1,500 Reduced 97.59%
37 $3,000
Q3 2019

Nov 13, 2019
BUY
$91.64 - $93.61 $137,460 - $140,415
1,500 Added 4054.05%
1,537 $0
Q1 2019

May 13, 2019
SELL
N/A
-291 Reduced 88.72%
37 $3,000
Q4 2018

Jan 29, 2019
BUY
N/A
291 Added 786.49%
328 $24,000
Q3 2018

Nov 09, 2018
BUY
N/A
37 New
37 $3,000
Q2 2018

Jul 26, 2018
SELL
N/A
-155 Closed
0 $0
Q1 2018

May 01, 2018
BUY
N/A
155 New
155 $12,000
Q4 2017

Feb 01, 2018
SELL
N/A
-5 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
5
5 $0

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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email