Smart Wealth LLC Vanguard Specialized Funds Van Transaction History

Smart Wealth LLC

  • $281 Billion
  • Q4 2024

A detailed history of Smart Wealth LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Smart Wealth LLC holds 12,542 shares of VNQ stock, worth $1.12 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
12,542
Previous 9,759 28.52%
Holding current value
$1.12 Million
Previous $951 Million 17.52%
% of portfolio
0.4%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,823
Shares Held
238M
Call Options Held
1.22M
Put Options Held
1.53M
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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