Wealth Dimensions Group, Ltd. Vanguard Specialized Funds Van Transaction History

Wealth Dimensions Group, Ltd.

$408 Million
Q4 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 13,075 shares of VNQ stock, worth $1.17 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

13,075

Previous 12,765 2.43%

Holding current value

$1.17 Million

Previous $1.24 Million 6.36%

% of portfolio

0.29%

Previous 0.32%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.85 - $98.6 $27,233 - $30,566	310 Added 2.43%	13,075 $1.16 Million
Q3 2024 Nov 12, 2024	SELL	$82.97 - $98.97 $746 - $890	-9 Reduced 0.07%	12,765 $1.24 Million
Q2 2024 Aug 09, 2024	BUY	$78.61 - $85.97 $22,089 - $24,157	281 Added 2.25%	12,774 $1.07 Million
Q1 2024 May 09, 2024	SELL	$82.58 - $89.12 $33,114 - $35,737	-401 Reduced 3.11%	12,493 $1.08 Million
Q4 2023 Feb 09, 2024	SELL	$71.05 - $89.54 $10,515 - $13,251	-148 Reduced 1.13%	12,894 $1.14 Million
Q3 2023 Nov 14, 2023	BUY	$75.44 - $86.89 $5,507 - $6,342	73 Added 0.56%	13,042 $986,000
Q2 2023 Aug 14, 2023	BUY	$78.4 - $83.98 $1,489 - $1,595	19 Added 0.15%	12,969 $1.08 Million
Q1 2023 May 09, 2023	BUY	$77.59 - $93.7 $4,267 - $5,153	55 Added 0.43%	12,950 $1.08 Million
Q4 2022 Feb 10, 2023	SELL	$76.14 - $88.09 $148,625 - $171,951	-1,952 Reduced 13.15%	12,895 $1.06 Million
Q3 2022 Nov 10, 2022	BUY	$79.28 - $102.13 $6,183 - $7,966	78 Added 0.53%	14,847 $1.19 Million
Q2 2022 Aug 05, 2022	BUY	$87.04 - $112.5 $178,606 - $230,850	2,052 Added 16.14%	14,769 $1.35 Million
Q1 2022 May 04, 2022	BUY	$99.96 - $115.1 $16,093 - $18,531	161 Added 1.28%	12,717 $1.38 Million
Q4 2021 Feb 04, 2022	SELL	$102.53 - $116.01 $129,392 - $146,404	-1,262 Reduced 9.13%	12,556 $1.46 Million
Q3 2021 Nov 03, 2021	SELL	$101.78 - $110.92 $3,765 - $4,104	-37 Reduced 0.27%	13,818 $1.41 Million
Q2 2021 Aug 12, 2021	BUY	$93.53 - $105.5 $187 - $211	2 Added 0.01%	13,855 $1.41 Million
Q1 2021 May 13, 2021	BUY	$81.97 - $92.98 $84,347 - $95,676	1,029 Added 8.02%	13,853 $1.27 Million
Q4 2020 Feb 17, 2021	BUY	$76.08 - $86.67 $975,649 - $1.11 Million	12,824 New	12,824 $1.09 Million

Others Institutions Holding VNQ

# of Institutions

1,919

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Wealth Dimensions Group, Ltd. Vanguard Specialized Funds Van Transaction History