Strata Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Strata Wealth Advisors, LLC

  • $322 Billion
  • Q1 2025

A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 6,143 shares of VNQ stock, worth $563,497. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,143
Previous 8,557 28.21%
Holding current value
$563,497
Previous $762 Million 27.04%
% of portfolio
0.17%
Previous 0.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$85.55 - $94.34 $206,517 - $227,736
-2,414 Reduced 28.21%
6,143 $556 Million
Q4 2024

Jan 31, 2025
SELL
$87.85 - $98.6 $47,175 - $52,948
-537 Reduced 5.9%
8,557 $762 Million
Q3 2024

Nov 13, 2024
BUY
$82.97 - $98.97 $10,288 - $12,272
124 Added 1.38%
9,094 $886 Million
Q2 2024

Aug 14, 2024
BUY
$78.61 - $85.97 $41,899 - $45,822
533 Added 6.32%
8,970 $751 Million
Q1 2024

Apr 17, 2024
BUY
$82.58 - $89.12 $79,276 - $85,555
960 Added 12.84%
8,437 $730 Million
Q4 2023

Jan 31, 2024
BUY
$71.05 - $89.54 $38,082 - $47,993
536 Added 7.72%
7,477 $661 Million
Q3 2023

Oct 26, 2023
BUY
$75.44 - $86.89 $56,278 - $64,819
746 Added 12.04%
6,941 $525 Million
Q1 2023

May 10, 2023
BUY
$77.59 - $93.7 $93,418 - $112,814
1,204 Added 24.12%
6,195 $514 Million
Q4 2022

Apr 28, 2023
BUY
$76.14 - $88.09 $380,014 - $439,657
4,991 New
4,991 $412 Million

Others Institutions Holding VNQ

# of Institutions
1,936
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
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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