Sequoia Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

Sequoia Financial Advisors, LLC

  • $13 Billion
  • Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 392,598 shares of VNQ stock, worth $36 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
392,598
Previous 409,447 4.12%
Holding current value
$36 Million
Previous $37.1 Million 5.68%
% of portfolio
0.27%
Previous 0.32%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$79.79 - $91.42 $1.34 Million - $1.54 Million
-16,849 Reduced 4.12%
392,598 $35 Million
Q1 2025

Apr 23, 2025
BUY
$85.55 - $94.34 $24.6 Million - $27.1 Million
287,218 Added 234.98%
409,447 $37.1 Million
Q4 2024

Feb 07, 2025
BUY
$87.85 - $98.6 $7.73 Million - $8.68 Million
88,004 Added 257.13%
122,229 $10.9 Million
Q3 2024

Oct 21, 2024
BUY
$82.97 - $98.97 $1.42 Million - $1.69 Million
17,083 Added 99.66%
34,225 $3.33 Million
Q2 2024

Jul 15, 2024
BUY
$78.61 - $85.97 $129,549 - $141,678
1,648 Added 10.64%
17,142 $1.44 Million
Q1 2024

Apr 30, 2024
SELL
$82.58 - $89.12 $80,267 - $86,624
-972 Reduced 5.9%
15,494 $1.34 Million
Q4 2023

Jan 25, 2024
BUY
$71.05 - $89.54 $91,796 - $115,685
1,292 Added 8.51%
16,466 $1.45 Million
Q3 2023

Nov 08, 2023
SELL
$75.44 - $86.89 $2,338 - $2,693
-31 Reduced 0.2%
15,174 $1.15 Million
Q2 2023

Aug 08, 2023
BUY
$78.4 - $83.98 $563,147 - $603,228
7,183 Added 89.54%
15,205 $1.27 Million
Q1 2023

Apr 24, 2023
SELL
$77.59 - $93.7 $172,249 - $208,014
-2,220 Reduced 21.68%
8,022 $666,000
Q4 2022

Feb 10, 2023
BUY
$76.14 - $88.09 $228 - $264
3 Added 0.03%
10,242 $844,000
Q4 2022

Jan 17, 2023
BUY
$76.14 - $88.09 $44,085 - $51,004
579 Added 5.99%
10,239 $0
Q3 2022

Oct 26, 2022
SELL
$79.28 - $102.13 $1.18 Million - $1.52 Million
-14,920 Reduced 60.7%
9,660 $774,000
Q2 2022

Jul 22, 2022
SELL
$87.04 - $112.5 $48,916 - $63,225
-562 Reduced 2.24%
24,580 $2.24 Million
Q1 2022

May 13, 2022
BUY
$99.96 - $115.1 $74,770 - $86,094
748 Added 3.07%
25,142 $2.73 Million
Q4 2021

Feb 11, 2022
BUY
$102.53 - $116.01 $1.95 Million - $2.2 Million
18,989 Added 351.32%
24,394 $2.83 Million
Q3 2021

Oct 26, 2021
SELL
$101.78 - $110.92 $389,715 - $424,712
-3,829 Reduced 41.47%
5,405 $550,000
Q2 2021

Jul 27, 2021
SELL
$93.53 - $105.5 $146,561 - $165,318
-1,567 Reduced 14.51%
9,234 $940,000
Q1 2021

May 14, 2021
SELL
$81.97 - $92.98 $380,176 - $431,241
-4,638 Reduced 30.04%
10,801 $992,000
Q4 2020

Feb 12, 2021
BUY
$76.08 - $86.67 $264,301 - $301,091
3,474 Added 29.03%
15,439 $1.31 Million
Q3 2020

Oct 23, 2020
SELL
$76.31 - $83.64 $34,186 - $37,470
-448 Reduced 3.61%
11,965 $945,000
Q2 2020

Aug 25, 2020
BUY
$64.53 - $86.79 $801,010 - $1.08 Million
12,413 New
12,413 $975,000
Q2 2020

Aug 11, 2020
BUY
$64.53 - $86.79 $0 - $0
0 New
0 $975,000
Q1 2020

May 11, 2020
SELL
$56.91 - $99.57 $137,949 - $241,357
-2,424 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$90.14 - $95.25 $11,447 - $12,096
127 Added 5.53%
2,424 $225,000
Q3 2019

Oct 22, 2019
BUY
$91.64 - $93.61 $210,497 - $215,022
2,297 New
2,297 $214,000
Q2 2019

Jul 31, 2019
SELL
N/A
-2,687 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
2,687 New
2,687 $234,000
Q4 2018

Feb 14, 2019
SELL
N/A
-4,715 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-105 Reduced 2.18%
4,715 $380,000
Q2 2018

Aug 14, 2018
SELL
N/A
-91 Reduced 1.85%
4,820 $393,000
Q1 2018

May 14, 2018
SELL
N/A
-139 Reduced 2.75%
4,911 $371,000
Q4 2017

Feb 13, 2018
BUY
N/A
285 Added 5.98%
5,050 $419,000
Q3 2017

Nov 13, 2017
SELL
N/A
-155 Reduced 3.15%
4,765 $396,000
Q2 2017

Aug 09, 2017
BUY
N/A
4,920
4,920 $409,000

Others Institutions Holding VNQ

# of Institutions
1,936
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email