Surevest, LLC Vanguard Specialized Funds Van Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Surevest, LLC holds 3,905 shares of VNQ stock, worth $363,438. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,905
Previous 3,901 0.1%
Holding current value
$363,438
Previous $355,000 11.83%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$79.28 - $102.13 $317 - $408
4 Added 0.1%
3,905 $313,000
Q2 2022

Aug 15, 2022
SELL
$87.04 - $112.5 $44,564 - $57,600
-512 Reduced 11.6%
3,901 $355,000
Q1 2022

May 16, 2022
SELL
$99.96 - $115.1 $885,945 - $1.02 Million
-8,863 Reduced 66.76%
4,413 $478,000
Q4 2021

Feb 11, 2022
BUY
$102.53 - $116.01 $1.36 Million - $1.54 Million
13,276 New
13,276 $1.54 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-8,175 Closed
0 $0
Q4 2018

Feb 20, 2019
BUY
N/A
8,175 New
8,175 $610,000

Others Institutions Holding VNQ

# of Institutions
1,826
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
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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