True Wealth Financial Partners Vanguard Specialized Funds Van Transaction History

True Wealth Financial Partners

  • $153 Million
  • Q2 2024

A detailed history of True Wealth Financial Partners transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, True Wealth Financial Partners holds 151,129 shares of VNQ stock, worth $14.6 Million. This represents 8.27% of its overall portfolio holdings.

Number of Shares
151,129
Previous 138,999 8.73%
Holding current value
$14.6 Million
Previous $12 Million 5.31%
% of portfolio
8.27%
Previous 8.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$78.61 - $85.97 $953,539 - $1.04 Million
12,130 Added 8.73%
151,129 $12.7 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $183,162 - $197,668
2,218 Added 1.62%
138,999 $12 Million
Q4 2023

Feb 14, 2024
BUY
$71.05 - $89.54 $144,089 - $181,587
2,028 Added 1.5%
136,781 $12.1 Million
Q3 2023

Nov 06, 2023
BUY
$75.44 - $86.89 $551,089 - $634,731
7,305 Added 5.73%
134,753 $10.2 Million
Q2 2023

Jul 24, 2023
BUY
$78.4 - $83.98 $166,678 - $178,541
2,126 Added 1.7%
127,448 $10.6 Million
Q1 2023

May 11, 2023
BUY
$77.59 - $93.7 $1.17 Million - $1.42 Million
15,125 Added 13.73%
125,322 $10.4 Million
Q4 2022

Feb 06, 2023
BUY
$76.14 - $88.09 $367,527 - $425,210
4,827 Added 4.58%
110,197 $9.09 Million
Q3 2022

Nov 09, 2022
BUY
$79.28 - $102.13 $261,069 - $336,314
3,293 Added 3.23%
105,370 $8.45 Million
Q2 2022

Aug 05, 2022
BUY
$87.04 - $112.5 $447,907 - $578,925
5,146 Added 5.31%
102,077 $9.3 Million
Q1 2022

May 10, 2022
BUY
$99.96 - $115.1 $201,219 - $231,696
2,013 Added 2.12%
96,931 $10.5 Million
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $9.73 Million - $11 Million
94,918 New
94,918 $11 Million

Others Institutions Holding VNQ

# of Institutions
1,728
Shares Held
238M
Call Options Held
1.33M
Put Options Held
1.1M
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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