Valued Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

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 1,852 shares of VNQ stock, worth $165,439. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,852
Previous 1,841 0.6%
Holding current value
$165,439
Previous $155 Million 16.72%
% of portfolio
0.12%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
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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