Sterling Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History

Sterling Financial Planning, Inc.

$241 Million
Q1 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 33,371 shares of VNQ stock, worth $2.78 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

33,371

Previous 34,080 2.08%

Holding current value

$2.78 Million

Previous $3.01 Million 4.18%

% of portfolio

1.2%

Previous 1.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$82.58 - $89.12 $58,549 - $63,186	-709 Reduced 2.08%	33,371 $2.89 Million
Q4 2023 Jan 31, 2024	BUY	$71.05 - $89.54 $70,907 - $89,360	998 Added 3.02%	34,080 $3.01 Million
Q3 2023 Nov 03, 2023	SELL	$75.44 - $86.89 $113,160 - $130,335	-1,500 Reduced 4.34%	33,082 $2.5 Million
Q2 2023 Jul 28, 2023	BUY	$78.4 - $83.98 $33,555 - $35,943	428 Added 1.25%	34,582 $2.89 Million
Q1 2023 May 03, 2023	SELL	$77.59 - $93.7 $14,431 - $17,428	-186 Reduced 0.54%	34,154 $2.84 Million

Q4 2022 Feb 06, 2023	SELL	$81.07 - $88.09 $70,449 - $76,550	-869 Reduced 2.47%	34,340 $2.83 Million
Q3 2022 Nov 01, 2022	BUY	N/A	1,671 Added 4.98%	35,209 $2.82 Million
Q2 2022 Jul 27, 2022	BUY	N/A	467 Added 1.41%	33,538 $3.06 Million
Q1 2022 May 10, 2022	BUY	N/A	581 Added 1.79%	33,071 $3.58 Million
Q4 2021 Feb 02, 2022	BUY	N/A	794 Added 2.51%	32,490 $3.77 Million
Q3 2021 Oct 28, 2021	BUY	N/A	1,139 Added 3.73%	31,696 $3.23 Million
Q2 2021 Aug 02, 2021	BUY	N/A	1,707 Added 5.92%	30,557 $3.11 Million
Q1 2021 Apr 28, 2021	BUY	N/A	3,366 Added 13.21%	28,850 $2.65 Million
Q4 2020 Feb 10, 2021	BUY	N/A	25,484 New	25,484 $2.16 Million

Others Institutions Holding VNQ

# of Institutions

1,751

Shares Held

246M

Call Options Held

2.87M

Put Options Held

2.64M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Sterling Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History