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 8,970 shares of VNQ stock, worth $860,043. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,970
Previous 8,437 6.32%
Holding current value
$860,043
Previous $730 Million 2.97%
% of portfolio
0.26%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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