Slate Stone Wealth, LLC Vanguard Specialized Funds Van Transaction History

Slate Stone Wealth, LLC

  • $1.16 Billion
  • Q3 2025

A detailed history of Slate Stone Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 7,149 shares of VNQ stock, worth $640,478. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,149
Previous 5,621 27.18%
Holding current value
$640,478
Previous $501,000 30.54%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$88.47 - $93.24 $135,182 - $142,470
1,528 Added 27.18%
7,149 $654,000
Q2 2025

Aug 12, 2025
BUY
$79.79 - $91.42 $32,075 - $36,750
402 Added 7.7%
5,621 $501,000
Q1 2025

May 08, 2025
BUY
$85.55 - $94.34 $78,363 - $86,415
916 Added 21.29%
5,219 $473,000
Q4 2024

Feb 10, 2025
BUY
$87.85 - $98.6 $378,018 - $424,275
4,303 New
4,303 $383,000
Q2 2024

Jul 25, 2024
BUY
$78.61 - $85.97 $417,183 - $456,242
5,307 New
5,307 $445,000

Others Institutions Holding VNQ

# of Institutions
1,933
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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 Slate Stone Wealth, LLC Portfolio

Follow Slate Stone Wealth, 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 Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email