Riverpoint Wealth Management Holdings, LLC Vanguard Specialized Funds Van Transaction History

Riverpoint Wealth Management Holdings, LLC

  • $360 Million
  • Q1 2024

A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 119,040 shares of VNQ stock, worth $10.6 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
119,040
Previous 119,401 0.3%
Holding current value
$10.6 Million
Previous $10.6 Million 2.43%
% of portfolio
2.86%
Previous 3.11%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$82.58 - $89.12 $29,811 - $32,172
-361 Reduced 0.3%
119,040 $10.3 Million
Q4 2023

Feb 05, 2024
BUY
$71.05 - $89.54 $8.14 Million - $10.3 Million
114,591 Added 2382.35%
119,401 $10.6 Million
Q3 2023

Nov 06, 2023
BUY
$75.44 - $86.89 $3,847 - $4,431
51 Added 1.07%
4,810 $363,000
Q2 2023

Aug 07, 2023
SELL
$78.4 - $83.98 $15,523 - $16,628
-198 Reduced 3.99%
4,759 $397,000
Q1 2023

May 05, 2023
SELL
$77.59 - $93.7 $713,284 - $861,384
-9,193 Reduced 64.97%
4,957 $411,000
Q4 2022

Feb 07, 2023
BUY
$81.07 - $88.09 $876,934 - $952,869
10,817 Added 324.54%
14,150 $1.17 Million
Q3 2022

Nov 02, 2022
BUY
N/A
34 Added 1.03%
3,333 $267,000
Q2 2022

Aug 03, 2022
SELL
N/A
-47 Reduced 1.4%
3,299 $301,000
Q1 2022

May 04, 2022
BUY
N/A
2 Added 0.06%
3,346 $363,000
Q4 2021

Feb 11, 2022
BUY
N/A
246 Added 7.94%
3,344 $388,000
Q3 2021

Nov 15, 2021
BUY
N/A
17 Added 0.55%
3,098 $315,000
Q2 2021

Aug 10, 2021
SELL
N/A
-8 Reduced 0.26%
3,081 $314,000
Q1 2021

May 04, 2021
BUY
N/A
36 Added 1.18%
3,089 $284,000
Q4 2020

Feb 23, 2021
BUY
N/A
34 Added 1.13%
3,053 $259,000
Q3 2020

Nov 10, 2020
BUY
N/A
16 Added 0.53%
3,019 $238,000
Q2 2020

Aug 03, 2020
BUY
N/A
3,003 New
3,003 $236,000
Q1 2020

May 11, 2020
SELL
N/A
-3,928 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
N/A
32 Added 0.82%
3,928 $364,000
Q3 2019

Oct 30, 2019
BUY
N/A
51 Added 1.33%
3,896 $363,000
Q2 2019

Aug 12, 2019
BUY
N/A
25 Added 0.65%
3,845 $336,000
Q1 2019

May 14, 2019
SELL
N/A
-213 Reduced 5.28%
3,820 $332,000
Q4 2018

Feb 13, 2019
BUY
N/A
35 Added 0.88%
4,033 $304,000
Q3 2018

Nov 01, 2018
BUY
N/A
41 Added 1.04%
3,998 $322,000
Q2 2018

Jul 27, 2018
BUY
N/A
32 Added 0.82%
3,957 $322,000
Q1 2018

Apr 27, 2018
BUY
N/A
33 Added 0.85%
3,925 $298,000
Q4 2017

Feb 13, 2018
BUY
N/A
154 Added 4.12%
3,892 $322,000
Q3 2017

Nov 13, 2017
BUY
N/A
154 Added 4.3%
3,738 $311,000
Q2 2017

Aug 07, 2017
BUY
N/A
3,584
3,584 $291,000

Others Institutions Holding VNQ

# of Institutions
1,750
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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 Riverpoint Wealth Management Holdings, LLC Portfolio

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

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email