Sunesis Advisors, LLC Vanguard Specialized Funds Van Transaction History

Sunesis Advisors, LLC

$165 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$87.04 - $112.5 $185,743 - $240,075	-2,134 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$99.96 - $115.1 $213,314 - $245,623	2,134 New	2,134 $231,000

Others Institutions Holding VNQ

# of Institutions

1,751

Shares Held

241M

Call Options Held

1.33M

Put Options Held

1.1M

Creative Planning Overland Park, KS

16.2M
Shares

$1.54 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.14 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.3M
Shares

$1.08 Billion
3.52% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.02 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.72M
Shares

$926 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunesis Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sunesis Advisors, LLC with notifications on news.