Strategic Family Wealth Counselors, L.L.C. Vanguard Specialized Funds Van Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$79.28 - $102.13 $79,597 - $102,538	1,004 Added 19.19%	6,237 $500,000
Q2 2022 Aug 11, 2022	BUY	$87.04 - $112.5 $57,011 - $73,687	655 Added 14.31%	5,233 $477,000
Q1 2022 May 04, 2022	SELL	$99.96 - $115.1 $425,229 - $489,635	-4,254 Reduced 48.17%	4,578 $496,000
Q4 2021 Feb 08, 2022	BUY	$102.53 - $116.01 $905,544 - $1.02 Million	8,832 New	8,832 $1.03 Million
Q3 2020 Oct 26, 2020	SELL	$76.31 - $83.64 $338,053 - $370,525	-4,430 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$64.53 - $86.79 $17,810 - $23,954	276 Added 6.64%	4,430 $348,000
Q1 2020 Apr 16, 2020	BUY	$56.91 - $99.57 $13,146 - $23,000	231 Added 5.89%	4,154 $290,000
Q2 2019 Jul 17, 2019	BUY	N/A	212 Added 5.71%	3,923 $343,000
Q1 2019 Apr 26, 2019	BUY	N/A	3,711 New	3,711 $323,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$980 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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