Platte River Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Platte River Wealth Advisors, LLC

$378 Million
Q3 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 5,126 shares of VNQ stock, worth $470,207. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,126

Previous 5,126 -0.0%

Holding current value

$470,207

Previous $429,000 16.32%

% of portfolio

0.13%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$82.58 - $89.12 $326,438 - $352,291	-3,953 Reduced 43.54%	5,126 $443,000
Q4 2023 Jan 12, 2024	SELL	$71.05 - $89.54 $423,173 - $533,300	-5,956 Reduced 39.61%	9,079 $802,000
Q2 2023 Jul 07, 2023	SELL	$78.4 - $83.98 $3.23 Million - $3.46 Million	-41,177 Reduced 73.25%	15,035 $1.26 Million
Q1 2023 Apr 07, 2023	SELL	$77.59 - $93.7 $538,862 - $650,746	-6,945 Reduced 11.0%	56,212 $4.67 Million
Q4 2022 Jan 13, 2023	SELL	$76.14 - $88.09 $398,516 - $461,063	-5,234 Reduced 7.65%	63,157 $0
Q3 2022 Oct 21, 2022	SELL	$79.28 - $102.13 $982,596 - $1.27 Million	-12,394 Reduced 15.34%	68,391 $5.48 Million
Q2 2022 Jul 08, 2022	SELL	$87.04 - $112.5 $145,182 - $187,650	-1,668 Reduced 2.02%	80,785 $7.36 Million
Q1 2022 Apr 19, 2022	BUY	$99.96 - $115.1 $189,424 - $218,114	1,895 Added 2.35%	82,453 $8.94 Million
Q4 2021 Jan 12, 2022	BUY	$102.53 - $116.01 $777,690 - $879,935	7,585 Added 10.39%	80,558 $8.91 Million
Q3 2021 Oct 20, 2021	SELL	$101.78 - $110.92 $188,394 - $205,312	-1,851 Reduced 2.47%	72,973 $7.43 Million
Q2 2021 Jul 15, 2021	SELL	$93.53 - $105.5 $280,122 - $315,972	-2,995 Reduced 3.85%	74,824 $7.62 Million
Q1 2021 Apr 12, 2021	BUY	$81.97 - $92.98 $1.14 Million - $1.29 Million	13,924 Added 21.79%	77,819 $7.3 Million
Q4 2020 Jan 22, 2021	BUY	$76.08 - $86.67 $711,424 - $810,451	9,351 Added 17.14%	63,895 $5.47 Million
Q3 2020 Nov 04, 2020	BUY	$76.31 - $83.64 $1.08 Million - $1.18 Million	14,089 Added 34.83%	54,544 $4.31 Million
Q2 2020 Jul 07, 2020	BUY	$64.53 - $86.79 $943,815 - $1.27 Million	14,626 Added 56.63%	40,455 $3.24 Million
Q4 2019 Feb 03, 2020	BUY	$90.14 - $95.25 $2.33 Million - $2.46 Million	25,829 New	25,829 $2.43 Million

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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 Platte River Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Platte River Wealth Advisors, LLC with notifications on news.

Account

Platte River Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History