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

Roger Wittlin Investment Advisory, LLC

$177 Million
Q2 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 4,155 shares of VNQ stock, worth $375,653. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,155

Previous 4,114 1.0%

Holding current value

$375,653

Previous $372,000 0.54%

% of portfolio

0.21%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,931

Shares Held

234M

Call Options Held

1.13M

Put Options Held

1.28M

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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