A detailed history of Werba Rubin Papier Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 7,828 shares of VNQ stock, worth $698,492. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,828
Previous 4,155 88.4%
Holding current value
$698,492
Previous $348 Million 119.14%
% of portfolio
0.18%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$82.97 - $98.97 $304,748 - $363,516
3,673 Added 88.4%
7,828 $763 Million
Q2 2024

Aug 06, 2024

SELL
$78.61 - $85.97 $131,200 - $143,483
-1,669 Reduced 28.66%
4,155 $348 Million
Q1 2024

Apr 30, 2024

BUY
$82.58 - $89.12 $11,396 - $12,298
138 Added 2.43%
5,824 $504 Million
Q4 2023

Jan 22, 2024

SELL
$71.05 - $89.54 $56,911 - $71,721
-801 Reduced 12.35%
5,686 $502 Million
Q3 2023

Nov 06, 2023

BUY
$75.44 - $86.89 $94,526 - $108,873
1,253 Added 23.94%
6,487 $496 Million
Q2 2023

Jul 24, 2023

SELL
$78.4 - $83.98 $17,169 - $18,391
-219 Reduced 4.02%
5,234 $437 Million
Q1 2023

Apr 26, 2023

BUY
$77.59 - $93.7 $4,810 - $5,809
62 Added 1.15%
5,453 $453 Million
Q4 2022

Mar 28, 2023

BUY
$76.14 - $88.09 $410,470 - $474,893
5,391 New
5,391 $445 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


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

Track Werba Rubin Papier Wealth Management Portfolio

Follow Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Werba Rubin Papier Wealth Management with notifications on news.