A detailed history of Straight Path Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Straight Path Wealth Management holds 3,332 shares of VNQ stock, worth $295,715. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,332
Holding current value
$295,715
% of portfolio
0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$82.97 - $98.97 $276,456 - $329,768
3,332 New
3,332 $324,000
Q4 2023

Jan 23, 2024

BUY
$71.05 - $89.54 $224,162 - $282,498
3,155 New
3,155 $278,000
Q2 2022

Jul 19, 2022

SELL
$87.04 - $112.5 $400,906 - $518,175
-4,606 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$99.96 - $115.1 $1,799 - $2,071
18 Added 0.39%
4,606 $499,000
Q4 2021

Jan 26, 2022

BUY
$102.53 - $116.01 $470,407 - $532,253
4,588 New
4,588 $532,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management 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 Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.