A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 6,482 shares of VNQ stock, worth $618,058. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,482
Previous 5,392 20.22%
Holding current value
$618,058
Previous $466,000 16.31%
% of portfolio
0.08%
Previous 0.08%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$78.61 - $85.97 $85,684 - $93,707
1,090 Added 20.22%
6,482 $542,000
Q1 2024

Apr 29, 2024

SELL
$82.58 - $89.12 $161,691 - $174,496
-1,958 Reduced 26.64%
5,392 $466,000
Q4 2023

Jan 23, 2024

SELL
$71.05 - $89.54 $38,651 - $48,709
-544 Reduced 6.89%
7,350 $649,000
Q3 2023

Oct 25, 2023

SELL
$75.44 - $86.89 $7,845 - $9,036
-104 Reduced 1.3%
7,894 $597,000
Q2 2023

Aug 03, 2023

SELL
$78.4 - $83.98 $92,041 - $98,592
-1,174 Reduced 12.8%
7,998 $668,000
Q1 2023

May 08, 2023

BUY
$77.59 - $93.7 $90,004 - $108,692
1,160 Added 14.48%
9,172 $761,000
Q4 2022

Feb 13, 2023

SELL
$76.14 - $88.09 $2,741 - $3,171
-36 Reduced 0.45%
8,012 $660,000
Q3 2022

Nov 04, 2022

BUY
$79.28 - $102.13 $20,771 - $26,758
262 Added 3.37%
8,048 $645,000
Q2 2022

Aug 11, 2022

SELL
$87.04 - $112.5 $70,850 - $91,575
-814 Reduced 9.47%
7,786 $709,000
Q1 2022

May 09, 2022

SELL
$99.96 - $115.1 $146,341 - $168,506
-1,464 Reduced 14.55%
8,600 $932,000
Q4 2021

Feb 10, 2022

SELL
$102.53 - $116.01 $4.66 Million - $5.28 Million
-45,488 Reduced 81.88%
10,064 $1.17 Million
Q3 2021

Nov 12, 2021

BUY
$101.78 - $110.92 $76,742 - $83,633
754 Added 1.38%
55,552 $5.66 Million
Q2 2021

Aug 06, 2021

BUY
$93.53 - $105.5 $4.52 Million - $5.09 Million
48,277 Added 740.33%
54,798 $5.58 Million
Q1 2021

May 17, 2021

SELL
$81.97 - $92.98 $5,737 - $6,508
-70 Reduced 1.06%
6,521 $43,000
Q4 2020

Feb 16, 2021

BUY
$76.08 - $86.67 $4,108 - $4,680
54 Added 0.83%
6,591 $560,000
Q3 2020

Oct 30, 2020

BUY
$76.31 - $83.64 $36,857 - $40,398
483 Added 7.98%
6,537 $516,000
Q2 2020

Aug 13, 2020

SELL
$64.53 - $86.79 $4,968 - $6,682
-77 Reduced 1.26%
6,054 $475,000
Q1 2020

May 12, 2020

SELL
$56.91 - $99.57 $23,048 - $40,325
-405 Reduced 6.2%
6,131 $429,000
Q3 2019

Nov 13, 2019

SELL
$91.64 - $93.61 $4,673 - $4,774
-51 Reduced 0.77%
6,536 $609,000
Q4 2018

Feb 14, 2019

SELL
N/A
-121 Reduced 1.8%
6,587 $491,000
Q3 2018

Nov 05, 2018

BUY
N/A
56 Added 0.84%
6,708 $542,000
Q2 2018

Aug 02, 2018

BUY
N/A
67 Added 1.02%
6,652 $542,000
Q1 2018

May 11, 2018

BUY
N/A
525 Added 8.66%
6,585 $497,000
Q4 2017

Apr 18, 2018

BUY
N/A
6,060
6,060 $501,000

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.