Uptown Financial Advisors LLC Vanguard Specialized Funds Van Transaction History

Uptown Financial Advisors LLC

  • $117 Billion
  • Q2 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 7,297 shares of VNQ stock, worth $649,870. This represents 0.56% of its overall portfolio holdings.

Number of Shares
7,297
Previous 7,356 0.8%
Holding current value
$649,870
Previous $666 Million 2.42%
% of portfolio
0.56%
Previous 0.68%

Shares

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

Jul 10, 2025
SELL
$79.79 - $91.42 $4,707 - $5,393
-59 Reduced 0.8%
7,297 $650 Million
Q1 2025

May 06, 2025
BUY
$85.55 - $94.34 $14,030 - $15,471
164 Added 2.28%
7,356 $666 Million
Q4 2024

Apr 29, 2025
BUY
$87.85 - $98.6 $631,817 - $709,131
7,192 New
7,192 $641 Million

Others Institutions Holding VNQ

# of Institutions
1,917
Shares Held
248M
Call Options Held
1.13M
Put Options Held
1.28M
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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