Smart Wealth LLC Vanguard Specialized Funds Van Transaction History

Smart Wealth LLC

$319 Billion
Q2 2025

A detailed history of Smart Wealth LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Smart Wealth LLC holds 33,402 shares of VNQ stock, worth $3.02 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

33,402

Previous 13,393 149.4%

Holding current value

$3.02 Million

Previous $1.21 Billion 145.32%

% of portfolio

0.93%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$79.79 - $91.42 $1.6 Million - $1.83 Million	20,009 Added 149.4%	33,402 $2.97 Billion
Q1 2025 Apr 29, 2025	BUY	$85.55 - $94.34 $72,803 - $80,283	851 Added 6.79%	13,393 $1.21 Billion
Q4 2024 Jan 28, 2025	BUY	$87.85 - $98.6 $244,486 - $274,403	2,783 Added 28.52%	12,542 $1.12 Billion
Q3 2024 Dec 13, 2024	BUY	$82.97 - $98.97 $207,425 - $247,425	2,500 Added 34.44%	9,759 $951 Million
Q2 2024 Dec 13, 2024	BUY	$78.61 - $85.97 $155,176 - $169,704	1,974 Added 37.35%	7,259 $608 Million
Q1 2024 Dec 13, 2024	BUY	$82.58 - $89.12 $436,435 - $470,999	5,285 New	5,285 $457 Million

Others Institutions Holding VNQ

# of Institutions

1,912

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

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