Schwarz Dygos Wheeler Investment Advisors LLC Vanguard Specialized Funds Van Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 13,471 shares of VNQ stock, worth $1.23 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,471
Previous 11,186 20.43%
Holding current value
$1.23 Million
Previous $1.09 Million 10.1%
% of portfolio
0.3%
Previous 0.28%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$87.85 - $98.6 $200,737 - $225,301
2,285 Added 20.43%
13,471 $1.2 Million
Q3 2024

Nov 08, 2024
BUY
$82.97 - $98.97 $16,262 - $19,398
196 Added 1.78%
11,186 $1.09 Million
Q2 2024

Aug 02, 2024
BUY
$78.61 - $85.97 $80,182 - $87,689
1,020 Added 10.23%
10,990 $920,000
Q1 2024

May 03, 2024
BUY
$82.58 - $89.12 $81,176 - $87,604
983 Added 10.94%
9,970 $862,000
Q4 2023

Feb 02, 2024
BUY
$71.05 - $89.54 $58,545 - $73,780
824 Added 10.09%
8,987 $794,000
Q3 2023

Nov 03, 2023
BUY
$75.44 - $86.89 $102,070 - $117,562
1,353 Added 19.87%
8,163 $617,000
Q2 2023

Aug 11, 2023
BUY
$78.4 - $83.98 $39,513 - $42,325
504 Added 7.99%
6,810 $569,000
Q1 2023

Apr 27, 2023
BUY
$77.59 - $93.7 $77,279 - $93,325
996 Added 18.76%
6,306 $523,000
Q4 2022

Feb 08, 2023
BUY
$76.14 - $88.09 $404,303 - $467,757
5,310 New
5,310 $437,000

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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