Sky Oak Wealth, LLC Vanguard Specialized Funds Van Transaction History

Sky Oak Wealth, LLC

  • $417 Million
  • Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,091 shares of VNQ stock, worth $341,025. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,091
Previous 4,091 -0.0%
Holding current value
$341,025
Previous $361,000 2.22%
% of portfolio
0.08%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$71.05 - $89.54 $2,699 - $3,402
38 Added 0.94%
4,091 $361,000
Q3 2023

Oct 24, 2023
BUY
$75.44 - $86.89 $7,317 - $8,428
97 Added 2.45%
4,053 $306,000
Q2 2023

Jul 20, 2023
BUY
$78.4 - $83.98 $3,606 - $3,863
46 Added 1.18%
3,956 $330,000
Q1 2023

May 02, 2023
BUY
$77.59 - $93.7 $7,603 - $9,182
98 Added 2.57%
3,910 $324,000
Q4 2022

Jan 26, 2023
BUY
$81.07 - $88.09 $8,269 - $8,985
102 Added 2.75%
3,812 $0
Q3 2022

Oct 25, 2022
BUY
N/A
116 Added 3.23%
3,710 $297,000
Q2 2022

Jul 26, 2022
BUY
N/A
117 Added 3.36%
3,594 $327,000
Q1 2022

Apr 18, 2022
SELL
N/A
-3,283 Reduced 48.57%
3,477 $377,000
Q4 2021

Jan 24, 2022
SELL
N/A
-550 Reduced 7.52%
6,760 $784,000
Q3 2021

Oct 21, 2021
BUY
N/A
98 Added 1.36%
7,310 $744,000
Q2 2021

Jul 19, 2021
BUY
N/A
81 Added 1.14%
7,212 $734,000
Q1 2021

Apr 29, 2021
BUY
N/A
365 Added 5.39%
7,131 $698,000
Q4 2020

Feb 02, 2021
BUY
N/A
254 Added 3.9%
6,766 $575,000
Q3 2020

Nov 03, 2020
SELL
N/A
-7,271 Reduced 52.75%
6,512 $514,000
Q2 2020

Aug 10, 2020
BUY
N/A
4,835 Added 54.03%
13,783 $1.08 Million
Q1 2020

May 04, 2020
SELL
N/A
-4,624 Reduced 34.07%
8,948 $625,000
Q4 2019

Feb 04, 2020
BUY
N/A
13,572 New
13,572 $1.26 Million

Others Institutions Holding VNQ

# of Institutions
1,750
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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