Vestia Personal Wealth Advisors Vanguard Specialized Funds Van Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 2,323 shares of VNQ stock, worth $212,856. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,323
Previous 2,264 2.61%
Holding current value
$212,856
Previous $221 Million 6.17%
% of portfolio
0.17%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$87.85 - $98.6 $5,183 - $5,817
59 Added 2.61%
2,323 $207 Million
Q3 2024

Nov 04, 2024
SELL
$82.97 - $98.97 $24,393 - $29,097
-294 Reduced 11.49%
2,264 $221 Million
Q2 2024

Aug 09, 2024
BUY
$78.61 - $85.97 $201,084 - $219,911
2,558 New
2,558 $214 Million

Others Institutions Holding VNQ

# of Institutions
1,845
Shares Held
230M
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
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email