Provence Wealth Management Group Vanguard Specialized Funds Van Transaction History

Provence Wealth Management Group

  • $186 Million
  • Q4 2023

A detailed history of Provence Wealth Management Group transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Provence Wealth Management Group holds 946 shares of VNQ stock, worth $86,776. This represents 0.04% of its overall portfolio holdings.

Number of Shares
946
Previous 946 -0.0%
Holding current value
$86,776
Previous $71,000 16.9%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$75.44 - $86.89 $71,366 - $82,197
946 New
946 $71,000
Q4 2022

Feb 02, 2023
SELL
$76.14 - $88.09 $1,218 - $1,409
-16 Reduced 0.56%
2,821 $232,000
Q2 2022

Jul 18, 2022
BUY
$87.04 - $112.5 $39,168 - $50,625
450 Added 18.85%
2,837 $258,000
Q4 2021

May 02, 2022
BUY
$102.53 - $116.01 $244,739 - $276,915
2,387 New
2,387 $277,000

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

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

Track Provence Wealth Management Group Portfolio

Follow Provence Wealth Management Group 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 Provence Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Provence Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email