Sage View Advisory Group, LLC Vanguard Specialized Funds Van Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 15,032 shares of VNQ stock, worth $1.39 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

15,032

Previous 11,708 28.39%

Holding current value

$1.39 Million

Previous $1.14 Billion 17.4%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.85 - $98.6 $292,013 - $327,746	3,324 Added 28.39%	15,032 $1.34 Billion
Q3 2024 Nov 14, 2024	SELL	$82.97 - $98.97 $903,294 - $1.08 Million	-10,887 Reduced 48.18%	11,708 $1.14 Billion
Q2 2024 Aug 14, 2024	SELL	$78.61 - $85.97 $5.62 Million - $6.15 Million	-71,523 Reduced 75.99%	22,595 $1.89 Billion
Q1 2024 May 08, 2024	BUY	$82.58 - $89.12 $5.64 Million - $6.08 Million	68,255 Added 263.91%	94,118 $6.84 Billion
Q4 2023 Feb 09, 2024	BUY	$71.05 - $89.54 $466,869 - $588,367	6,571 Added 34.06%	25,863 $2.19 Billion
Q3 2023 Nov 02, 2023	SELL	$75.44 - $86.89 $37,569 - $43,271	-498 Reduced 2.52%	19,292 $1.46 Billion
Q2 2023 Aug 11, 2023	BUY	$78.4 - $83.98 $50,568 - $54,167	645 Added 3.37%	19,790 $1.65 Billion
Q1 2023 May 01, 2023	BUY	$77.59 - $93.7 $167,439 - $202,204	2,158 Added 12.7%	19,145 $1.59 Billion
Q4 2022 Feb 14, 2023	BUY	$76.14 - $88.09 $1.29 Million - $1.5 Million	16,987 New	16,987 $1.4 Billion

Others Institutions Holding VNQ

# of Institutions

1,911

Shares Held

228M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Sage View Advisory Group, LLC Vanguard Specialized Funds Van Transaction History