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

Roger Wittlin Investment Advisory, LLC

  • $176 Million
  • Q4 2024

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 4,072 shares of VNQ stock, worth $373,117. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,072
Previous 4,000 1.8%
Holding current value
$373,117
Previous $389,000 6.94%
% of portfolio
0.21%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,896
Shares Held
224M
Call Options Held
1.8M
Put Options Held
1.58M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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