A detailed history of Seven Bridge Financial Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Seven Bridge Financial Group, LLC holds 2,383 shares of VNQ stock, worth $225,956. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,383
Previous 2,383 -0.0%
Holding current value
$225,956
Previous $199,000 16.58%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$78.61 - $85.97 $187,327 - $204,866
2,383 New
2,383 $199,000
Q4 2023

Jan 22, 2024

BUY
$71.05 - $89.54 $181,745 - $229,043
2,558 New
2,558 $226,000
Q2 2023

Jul 26, 2023

SELL
$78.4 - $83.98 $115,640 - $123,870
-1,475 Reduced 32.37%
3,082 $257,000
Q1 2023

Apr 20, 2023

BUY
$77.59 - $93.7 $47,097 - $56,875
607 Added 15.37%
4,557 $378,000
Q4 2022

Jan 26, 2023

BUY
$76.14 - $88.09 $300,753 - $347,955
3,950 New
3,950 $0
Q3 2019

Oct 09, 2019

SELL
$91.64 - $93.61 $24,009 - $24,525
-262 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
N/A
-142 Reduced 35.15%
262 $21,000
Q1 2018

May 11, 2018

SELL
N/A
-1,658 Reduced 80.41%
404 $30,000
Q4 2017

Feb 20, 2018

BUY
N/A
110 Added 5.64%
2,062 $171,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,952
1,952 $162,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Seven Bridge Financial Group, LLC Portfolio

Follow Seven Bridge Financial Group, 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 Seven Bridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seven Bridge Financial Group, LLC with notifications on news.