Roger Wittlin Investment Advisory, LLC Vanguard Specialized Funds Van Transaction History

Roger Wittlin Investment Advisory, LLC

$178 Million
Q3 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 3,639 shares of VNQ stock, worth $326,018. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,639

Previous 4,155 12.42%

Holding current value

$326,018

Previous $370,000 10.27%

% of portfolio

0.19%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$88.47 - $93.24 $45,650 - $48,111	-516 Reduced 12.42%	3,639 $332,000
Q2 2025 Jul 15, 2025	BUY	$79.79 - $91.42 $3,271 - $3,748	41 Added 1.0%	4,155 $370,000
Q1 2025 May 01, 2025	BUY	$85.55 - $94.34 $3,593 - $3,962	42 Added 1.03%	4,114 $372,000
Q4 2024 Feb 12, 2025	BUY	$87.85 - $98.6 $6,325 - $7,099	72 Added 1.8%	4,072 $362,000
Q3 2024 Nov 08, 2024	BUY	$82.97 - $98.97 $4,148 - $4,948	50 Added 1.27%	4,000 $389,000

Q1 2024 May 02, 2024	BUY	$82.58 - $89.12 $2,725 - $2,940	33 Added 0.84%	3,950 $341,000
Q4 2023 Jan 23, 2024	BUY	$71.05 - $89.54 $278,302 - $350,728	3,917 New	3,917 $346,000
Q4 2022 Feb 10, 2023	BUY	$76.14 - $88.09 $458,667 - $530,654	6,024 New	6,024 $496,000

Others Institutions Holding VNQ

# of Institutions

1,935

Shares Held

237M

Call Options Held

1.07M

Put Options Held

1.31M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Roger Wittlin Investment Advisory, LLC Vanguard Specialized Funds Van Transaction History