Valued Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Valued Wealth Advisors LLC

$216 Billion
Q3 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 1,563 shares of VNQ stock, worth $140,029. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,563

Previous 1,602 2.43%

Holding current value

$140,029

Previous $143 Million 0.16%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$88.47 - $93.24 $3,450 - $3,636	-39 Reduced 2.43%	1,563 $143 Million
Q2 2025 Aug 06, 2025	SELL	$79.79 - $91.42 $12,207 - $13,987	-153 Reduced 8.72%	1,602 $143 Million
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

1,933

Shares Held

236M

Call Options Held

1.07M

Put Options Held

1.31M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Valued Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History