Waterford Advisors, LLC Vanguard Specialized Funds Van Transaction History

Waterford Advisors, LLC

  • $241 Million
  • Q1 2025

A detailed history of Waterford Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Waterford Advisors, LLC holds 20,907 shares of VNQ stock, worth $1.86 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
20,907
Previous 21,329 1.98%
Holding current value
$1.86 Million
Previous $1.9 Million 0.37%
% of portfolio
0.79%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$85.55 - $94.34 $36,102 - $39,811
-422 Reduced 1.98%
20,907 $1.89 Million
Q3 2024

Nov 14, 2024
SELL
$82.97 - $98.97 $41,402 - $49,386
-499 Reduced 2.29%
21,329 $2.08 Million
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $43,837 - $55,246
617 Added 2.91%
21,828 $1.93 Million
Q3 2023

Nov 07, 2023
SELL
$75.44 - $86.89 $98,524 - $113,478
-1,306 Reduced 5.8%
21,211 $1.6 Million
Q1 2023

May 02, 2023
SELL
$77.59 - $93.7 $56,951 - $68,775
-734 Reduced 3.16%
22,517 $1.87 Million
Q4 2022

Feb 14, 2023
BUY
$76.14 - $88.09 $1.77 Million - $2.05 Million
23,251 New
23,251 $1.92 Million

Others Institutions Holding VNQ

# of Institutions
1,918
Shares Held
248M
Call Options Held
1.05M
Put Options Held
1.22M
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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