Wealthstream Advisors, Inc. Vanguard Specialized Funds Van Transaction History

Wealthstream Advisors, Inc.

$575 Million
Q2 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 3,690 shares of VNQ stock, worth $329,627. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,690

Previous 3,690 -0.0%

Holding current value

$329,627

Previous $334,000 1.8%

% of portfolio

0.06%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$85.55 - $94.34 $1,112 - $1,226	13 Added 0.35%	3,690 $334,000
Q4 2024 Feb 04, 2025	BUY	$87.85 - $98.6 $1,932 - $2,169	22 Added 0.6%	3,677 $327,000
Q3 2024 Nov 06, 2024	BUY	$82.97 - $98.97 $1,244 - $1,484	15 Added 0.41%	3,655 $356,000
Q2 2024 Jul 29, 2024	SELL	$78.61 - $85.97 $6,367 - $6,963	-81 Reduced 2.18%	3,640 $304,000
Q1 2024 May 08, 2024	BUY	$82.58 - $89.12 $7,514 - $8,109	91 Added 2.51%	3,721 $321,000
Q4 2023 Feb 12, 2024	BUY	$71.05 - $89.54 $1,847 - $2,328	26 Added 0.72%	3,630 $320,000
Q3 2023 Nov 06, 2023	BUY	$75.44 - $86.89 $980 - $1,129	13 Added 0.36%	3,604 $272,000
Q2 2023 Aug 02, 2023	SELL	$78.4 - $83.98 $18,737 - $20,071	-239 Reduced 6.24%	3,591 $300,000
Q1 2023 May 02, 2023	SELL	$77.59 - $93.7 $74,331 - $89,764	-958 Reduced 20.01%	3,830 $318,000
Q4 2022 Feb 02, 2023	BUY	$76.14 - $88.09 $132,559 - $153,364	1,741 Added 57.14%	4,788 $394,000
Q3 2022 Oct 28, 2022	SELL	$79.28 - $102.13 $23,387 - $30,128	-295 Reduced 8.83%	3,047 $244,000
Q2 2022 Aug 05, 2022	BUY	$87.04 - $112.5 $783 - $1,012	9 Added 0.27%	3,342 $304,000
Q1 2022 May 10, 2022	BUY	$99.96 - $115.1 $799 - $920	8 Added 0.24%	3,333 $361,000
Q4 2021 Feb 09, 2022	BUY	$102.53 - $116.01 $340,912 - $385,733	3,325 New	3,325 $386,000

Others Institutions Holding VNQ

# of Institutions

1,917

Shares Held

252M

Call Options Held

926K

Put Options Held

1.38M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Vanguard Specialized Funds Van Transaction History