Sterling Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History

Sterling Wealth Management, Inc.

$271 Billion
Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 51,936 shares of VNQ stock, worth $4.63 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

51,936

Previous 56,195 7.58%

Holding current value

$4.63 Million

Previous $5.47 Billion 15.49%

% of portfolio

1.71%

Previous 2.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$87.85 - $98.6 $374,153 - $419,937	-4,259 Reduced 7.58%	51,936 $4.63 Billion
Q3 2024 Nov 14, 2024	SELL	$82.97 - $98.97 $215,473 - $257,025	-2,597 Reduced 4.42%	56,195 $5.47 Billion
Q2 2024 Aug 14, 2024	SELL	$78.61 - $85.97 $156,512 - $171,166	-1,991 Reduced 3.28%	58,792 $4.92 Billion
Q1 2024 May 15, 2024	SELL	$82.58 - $89.12 $79,276 - $85,555	-960 Reduced 1.55%	60,783 $5.26 Billion
Q4 2023 Feb 14, 2024	BUY	$71.05 - $89.54 $4.39 Million - $5.53 Million	61,743 New	61,743 $5.46 Billion

Others Institutions Holding VNQ

# of Institutions

1,928

Shares Held

247M

Call Options Held

1.13M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
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Sterling Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History