Wealth Effects LLC Vanguard Specialized Funds Van Transaction History

Wealth Effects LLC

$241 Million
Q2 2025

A detailed history of Wealth Effects LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wealth Effects LLC holds 5,313 shares of VNQ stock, worth $473,175. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,313

Previous 6,166 13.83%

Holding current value

$473,175

Previous $558,000 15.23%

% of portfolio

0.2%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$79.79 - $91.42 $68,060 - $77,981	-853 Reduced 13.83%	5,313 $473,000
Q1 2025 Apr 23, 2025	SELL	$85.55 - $94.34 $67,926 - $74,905	-794 Reduced 11.41%	6,166 $558,000
Q4 2024 Jan 22, 2025	BUY	$87.85 - $98.6 $7,028 - $7,888	80 Added 1.16%	6,960 $619,000
Q2 2024 Aug 02, 2024	SELL	$78.61 - $85.97 $19,259 - $21,062	-245 Reduced 3.44%	6,880 $576,000
Q1 2024 Apr 22, 2024	SELL	$82.58 - $89.12 $660 - $712	-8 Reduced 0.11%	7,125 $616,000
Q4 2023 Jan 29, 2024	SELL	$71.05 - $89.54 $17,691 - $22,295	-249 Reduced 3.37%	7,133 $630,000
Q3 2023 Oct 16, 2023	SELL	$75.44 - $86.89 $226 - $260	-3 Reduced 0.04%	7,382 $558,000
Q2 2023 Jul 18, 2023	SELL	$78.4 - $83.98 $28,380 - $30,400	-362 Reduced 4.67%	7,385 $617,000
Q1 2023 May 04, 2023	SELL	$77.59 - $93.7 $36,156 - $43,664	-466 Reduced 5.67%	7,747 $643,000
Q4 2022 Feb 02, 2023	BUY	$76.14 - $88.09 $625,337 - $723,483	8,213 New	8,213 $677,000

Others Institutions Holding VNQ

# of Institutions

1,917

Shares Held

248M

Call Options Held

1.13M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Wealth Effects LLC Vanguard Specialized Funds Van Transaction History