Rba Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Rba Wealth Management, LLC

  • $253 Million
  • Q1 2025

A detailed history of Rba Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Rba Wealth Management, LLC holds 2,745 shares of VNQ stock, worth $245,183. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,745
Previous 2,791 1.65%
Holding current value
$245,183
Previous $248,000 -0.0%
% of portfolio
0.1%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$85.55 - $94.34 $3,935 - $4,339
-46 Reduced 1.65%
2,745 $248,000
Q4 2024

Jan 24, 2025
BUY
$87.85 - $98.6 $29,078 - $32,636
331 Added 13.46%
2,791 $248,000
Q3 2024

Oct 21, 2024
BUY
$82.97 - $98.97 $4,397 - $5,245
53 Added 2.2%
2,460 $239,000
Q2 2024

Jul 19, 2024
SELL
$78.61 - $85.97 $13,206 - $14,442
-168 Reduced 6.52%
2,407 $201,000
Q1 2024

Apr 19, 2024
BUY
$82.58 - $89.12 $16,020 - $17,289
194 Added 8.15%
2,575 $222,000
Q4 2023

Feb 07, 2024
BUY
$71.05 - $89.54 $169,170 - $213,194
2,381 New
2,381 $210,000
Q2 2023

Jul 21, 2023
SELL
$78.4 - $83.98 $3,528 - $3,779
-45 Reduced 1.75%
2,532 $211,000
Q1 2023

Apr 17, 2023
SELL
$77.59 - $93.7 $775 - $937
-10 Reduced 0.39%
2,577 $213,000
Q4 2022

Jan 25, 2023
BUY
$76.14 - $88.09 $196,974 - $227,888
2,587 New
2,587 $0
Q2 2022

Jul 11, 2022
SELL
$87.04 - $112.5 $1,392 - $1,800
-16 Reduced 0.68%
2,347 $214,000
Q1 2022

Apr 14, 2022
BUY
$99.96 - $115.1 $1,199 - $1,381
12 Added 0.51%
2,363 $256,000
Q4 2021

Feb 02, 2022
BUY
$102.53 - $116.01 $241,048 - $272,739
2,351 New
2,351 $273,000

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 Rba Wealth Management, LLC Portfolio

Follow Rba Wealth Management, 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 Rba Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rba Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email