True Private Wealth Advisors Vanguard Specialized Funds Van Transaction History

True Private Wealth Advisors

  • $857 Million
  • Q1 2024

A detailed history of True Private Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, True Private Wealth Advisors holds 3,603 shares of VNQ stock, worth $300,346. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,603
Previous 5,835 38.25%
Holding current value
$300,346
Previous $515,000 39.61%
% of portfolio
0.04%
Previous 0.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$82.58 - $89.12 $184,318 - $198,915
-2,232 Reduced 38.25%
3,603 $311,000
Q4 2023

Jan 30, 2024
SELL
$71.05 - $89.54 $963,580 - $1.21 Million
-13,562 Reduced 69.92%
5,835 $515,000
Q3 2023

Nov 13, 2023
BUY
$75.44 - $86.89 $769,337 - $886,104
10,198 Added 110.86%
19,397 $1.47 Million
Q2 2023

Aug 11, 2023
BUY
$78.4 - $83.98 $23,049 - $24,690
294 Added 3.3%
9,199 $768,000
Q1 2023

May 11, 2023
BUY
$77.59 - $93.7 $50,278 - $60,717
648 Added 7.85%
8,905 $739,000
Q4 2022

Feb 14, 2023
BUY
$81.07 - $88.09 $12,890 - $14,006
159 Added 1.96%
8,257 $681,000
Q3 2022

Nov 04, 2022
BUY
N/A
394 Added 5.11%
8,098 $649,000
Q2 2022

Jul 28, 2022
BUY
N/A
747 Added 10.74%
7,704 $701,000
Q1 2022

May 09, 2022
BUY
N/A
304 Added 4.57%
6,957 $722,000
Q4 2021

Feb 11, 2022
SELL
N/A
-678 Reduced 9.25%
6,653 $771,000
Q3 2021

Nov 05, 2021
BUY
N/A
206 Added 2.89%
7,331 $746,000
Q2 2021

Aug 10, 2021
BUY
N/A
1,198 Added 20.21%
7,125 $725,000
Q1 2021

May 12, 2021
BUY
N/A
1,482 Added 33.34%
5,927 $544,000
Q4 2020

Jan 11, 2021
BUY
N/A
286 Added 6.88%
4,445 $377,000
Q3 2020

Oct 09, 2020
BUY
N/A
236 Added 6.02%
4,159 $328,000
Q2 2020

Jul 07, 2020
BUY
N/A
2,193 Added 126.76%
3,923 $308,000
Q1 2020

Apr 20, 2020
SELL
N/A
-813 Reduced 31.97%
1,730 $120,000
Q4 2019

Jan 27, 2020
SELL
N/A
-462 Reduced 15.37%
2,543 $235,000
Q3 2019

Oct 09, 2019
SELL
N/A
-236 Reduced 7.28%
3,005 $280,000
Q2 2019

Aug 01, 2019
BUY
N/A
422 Added 14.97%
3,241 $285,000
Q1 2019

Apr 25, 2019
SELL
N/A
-516 Reduced 15.47%
2,819 $246,000
Q4 2018

Jan 14, 2019
BUY
N/A
2,968 Added 808.72%
3,335 $248,000
Q3 2018

Oct 18, 2018
BUY
N/A
367 New
367 $0

Others Institutions Holding VNQ

# of Institutions
1,750
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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