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

Sage View Advisory Group, LLC

$2.64 Trillion
Q2 2025

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 12,620 shares of VNQ stock, worth $1.14 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,620

Previous 17,061 26.03%

Holding current value

$1.14 Million

Previous $1.54 Billion 26.25%

% of portfolio

0.04%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$79.79 - $91.42 $354,347 - $405,996	-4,441 Reduced 26.03%	12,620 $1.14 Billion
Q1 2025 May 19, 2025	BUY	$85.55 - $94.34 $173,580 - $191,415	2,029 Added 13.5%	17,061 $1.54 Billion
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

1,916

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

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