Private Wealth Asset Management, LLC Vanguard Specialized Funds Van Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 166,044 shares of VNQ stock, worth $14.9 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
166,044
Previous 165,852 0.12%
Holding current value
$14.9 Million
Previous $14.8 Billion 99.9%
% of portfolio
1.9%
Previous 1.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$88.47 - $93.24 $16,986 - $17,902
192 Added 0.12%
166,044 $15.2 Million
Q2 2025

Jul 28, 2025
SELL
$79.79 - $91.42 $101,812 - $116,651
-1,276 Reduced 0.76%
165,852 $14.8 Billion
Q1 2025

May 15, 2025
BUY
$85.55 - $94.34 $14.3 Million - $15.8 Million
167,128 New
167,128 $15.1 Billion

Others Institutions Holding VNQ

# of Institutions
1,935
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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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