Roi Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Roi Financial Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 5,388 shares of VNQ stock, worth $502,969. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,388
Previous 5,307 1.53%
Holding current value
$502,969
Previous $452 Million 16.02%
% of portfolio
0.36%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$82.97 - $98.97 $6,720 - $8,016
81 Added 1.53%
5,388 $525 Million
Q2 2024

Aug 09, 2024
SELL
$78.61 - $85.97 $786 - $859
-10 Reduced 0.19%
5,307 $452 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $247 - $267
3 Added 0.06%
5,317 $460 Million
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $377,559 - $475,815
5,314 New
5,314 $470 Million

Others Institutions Holding VNQ

# of Institutions
1,774
Shares Held
244M
Call Options Held
1.33M
Put Options Held
1.1M
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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