Werba Rubin Papier Wealth Management Vanguard Specialized Funds Van Transaction History

Werba Rubin Papier Wealth Management

  • $460 Billion
  • Q1 2025

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 6,044 shares of VNQ stock, worth $539,850. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,044
Previous 7,676 21.26%
Holding current value
$539,850
Previous $684 Million 19.98%
% of portfolio
0.12%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$85.55 - $94.34 $139,617 - $153,962
-1,632 Reduced 21.26%
6,044 $547 Million
Q4 2024

Jan 31, 2025
SELL
$87.85 - $98.6 $13,353 - $14,987
-152 Reduced 1.94%
7,676 $684 Million
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

# of Institutions
1,936
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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