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

Roger Wittlin Investment Advisory, LLC

  • $171 Million
  • Q3 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 4,000 shares of VNQ stock, worth $355,000. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,000
Previous 3,950 1.27%
Holding current value
$355,000
Previous $330,000 17.88%
% of portfolio
0.23%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
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 Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, 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 Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email