Principle Wealth Partners LLC Vanguard Specialized Funds Van Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 02, 2022
SELL
$87.04 - $112.5 $67,804 - $87,637
-779 Reduced 25.33%
2,296 $209,000
Q1 2022

May 12, 2022
BUY
$99.96 - $115.1 $89,864 - $103,474
899 Added 41.31%
3,075 $333,000
Q4 2021

Feb 11, 2022
BUY
$102.53 - $116.01 $223,105 - $252,437
2,176 New
2,176 $252,000
Q3 2020

Nov 16, 2020
SELL
$76.31 - $83.64 $125,911 - $138,006
-1,650 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$64.53 - $86.79 $907,549 - $1.22 Million
-14,064 Reduced 89.5%
1,650 $130,000
Q1 2020

May 13, 2020
SELL
$56.91 - $99.57 $1.17 Million - $2.04 Million
-20,532 Reduced 56.65%
15,714 $1.1 Million
Q4 2019

Feb 04, 2020
BUY
$90.14 - $95.25 $88,968 - $94,011
987 Added 2.8%
36,246 $3.36 Million
Q3 2019

Nov 05, 2019
BUY
$91.64 - $93.61 $235,881 - $240,952
2,574 Added 7.88%
35,259 $3.29 Million
Q2 2019

Nov 05, 2019
BUY
N/A
9,740 Added 42.45%
32,685 $2.86 Million
Q1 2019

Oct 30, 2019
BUY
N/A
1,319 Added 6.1%
22,945 $1.99 Million
Q4 2018

Oct 11, 2019
BUY
N/A
21,626 New
21,626 $1.61 Million

Others Institutions Holding VNQ

# of Institutions
1,825
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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email