Vestia Personal Wealth Advisors Vanguard Specialized Funds Van Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 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 2,345 shares of VNQ stock, worth $207,133. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,345
Previous 2,323 0.95%
Holding current value
$207,133
Previous $207 Million 2.6%
% of portfolio
0.17%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,916
Shares Held
232M
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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