Strategic Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History

Strategic Financial Planning, Inc.

  • $155 Million
  • Q2 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 4,338 shares of VNQ stock, worth $392,849. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,338
Previous 4,351 0.3%
Holding current value
$392,849
Previous $393,000 1.78%
% of portfolio
0.25%
Previous 0.27%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$79.79 - $91.42 $1,037 - $1,188
-13 Reduced 0.3%
4,338 $386,000
Q1 2025

May 14, 2025
BUY
$85.55 - $94.34 $85 - $94
1 Added 0.02%
4,351 $393,000
Q4 2024

Feb 13, 2025
BUY
$87.85 - $98.6 $351 - $394
4 Added 0.09%
4,350 $387,000
Q3 2024

Oct 25, 2024
SELL
$82.97 - $98.97 $76,249 - $90,953
-919 Reduced 17.45%
4,346 $423,000
Q4 2023

Feb 12, 2024
SELL
$71.05 - $89.54 $609,751 - $768,432
-8,582 Reduced 61.98%
5,265 $465,000
Q3 2023

Nov 09, 2023
SELL
$75.44 - $86.89 $8,524 - $9,818
-113 Reduced 0.81%
13,847 $1.05 Million
Q2 2023

Aug 10, 2023
BUY
$78.4 - $83.98 $470 - $503
6 Added 0.04%
13,960 $1.17 Million
Q1 2023

May 10, 2023
SELL
$77.59 - $93.7 $64,942 - $78,426
-837 Reduced 5.66%
13,954 $1.16 Million
Q4 2022

Feb 14, 2023
BUY
$76.14 - $88.09 $497,346 - $575,403
6,532 Added 79.09%
14,791 $1.22 Million
Q3 2022

Nov 14, 2022
BUY
$79.28 - $102.13 $713 - $919
9 Added 0.11%
8,259 $662,000
Q2 2022

Aug 03, 2022
SELL
$87.04 - $112.5 $16,537 - $21,375
-190 Reduced 2.25%
8,250 $752,000
Q1 2022

May 05, 2022
SELL
$99.96 - $115.1 $99,260 - $114,294
-993 Reduced 10.53%
8,440 $915,000
Q4 2021

Feb 07, 2022
BUY
$102.53 - $116.01 $24,709 - $27,958
241 Added 2.62%
9,433 $1.09 Million
Q2 2021

Aug 06, 2021
SELL
$93.53 - $105.5 $130,942 - $147,700
-1,400 Reduced 13.22%
9,192 $936,000
Q1 2021

May 07, 2021
BUY
$81.97 - $92.98 $43,034 - $48,814
525 Added 5.22%
10,592 $973,000
Q4 2020

Feb 11, 2021
BUY
$76.08 - $86.67 $4,336 - $4,940
57 Added 0.57%
10,067 $855,000
Q3 2020

Nov 09, 2020
BUY
$76.31 - $83.64 $1,755 - $1,923
23 Added 0.23%
10,010 $790,000
Q2 2020

Aug 07, 2020
BUY
$64.53 - $86.79 $644,461 - $866,771
9,987 New
9,987 $784,000

Others Institutions Holding VNQ

# of Institutions
1,915
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
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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