Valued Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,755 shares of VNQ stock, worth $155,019. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,755
Previous 1,649 6.43%
Holding current value
$155,019
Previous $147 Million 8.19%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$85.55 - $94.34 $9,068 - $10,000
106 Added 6.43%
1,755 $159 Million
Q4 2024

Jan 22, 2025
SELL
$87.85 - $98.6 $17,833 - $20,015
-203 Reduced 10.96%
1,649 $147 Million
Q3 2024

Oct 28, 2024
BUY
$82.97 - $98.97 $912 - $1,088
11 Added 0.6%
1,852 $181 Million
Q2 2024

Jul 16, 2024
BUY
$78.61 - $85.97 $1,650 - $1,805
21 Added 1.15%
1,841 $155 Million
Q1 2024

Apr 30, 2024
BUY
$82.58 - $89.12 $84,396 - $91,080
1,022 Added 128.07%
1,820 $157 Million
Q4 2023

Jan 05, 2024
BUY
$71.05 - $89.54 $56,697 - $71,452
798 New
798 $60.7 Million

Others Institutions Holding VNQ

# of Institutions
1,918
Shares Held
233M
Call Options Held
1.45M
Put Options Held
1.56M
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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