Vestia Personal Wealth Advisors Vanguard Specialized Funds Van Transaction History

Vestia Personal Wealth Advisors

  • $146 Billion
  • Q2 2025

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 2,363 shares of VNQ stock, worth $219,310. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,363
Previous 2,345 0.77%
Holding current value
$219,310
Previous $212 Million 0.85%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Jul 16, 2025
BUY
$79.79 - $91.42 $1,436 - $1,645
18 Added 0.77%
2,363 $210 Million
Q1 2025

Apr 30, 2025
BUY
$85.55 - $94.34 $1,882 - $2,075
22 Added 0.95%
2,345 $212 Million
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
1,913
Shares Held
251M
Call Options Held
926K
Put Options Held
1.38M
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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