Simplicity Wealth,Llc Vanguard Specialized Funds Van Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,485 shares of VNQ stock, worth $502,590. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,485
Previous 14,044 60.94%
Holding current value
$502,590
Previous $1.37 Million 64.33%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Feb 07, 2025
SELL
$87.85 - $98.6 $751,908 - $843,917
-8,559 Reduced 60.94%
5,485 $488,000
Q3 2024

Oct 09, 2024
SELL
$82.97 - $98.97 $1.43 Million - $1.7 Million
-17,187 Reduced 55.03%
14,044 $1.37 Million
Q2 2024

Jul 10, 2024
SELL
$78.61 - $85.97 $66,425 - $72,644
-845 Reduced 2.63%
31,231 $2.62 Million
Q1 2024

Apr 24, 2024
BUY
$82.58 - $89.12 $2.65 Million - $2.86 Million
32,076 New
32,076 $2.77 Million

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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