West Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, West Financial Advisors, LLC holds 15,494 shares of VNQ stock, worth $1.37 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

15,494

Previous 16,316 5.04%

Holding current value

$1.37 Million

Previous $1.45 Million 4.4%

% of portfolio

0.26%

Previous 0.28%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$85.55 - $94.34 $70,322 - $77,547	-822 Reduced 5.04%	15,494 $1.39 Million
Q4 2024 Jan 14, 2025	BUY	$87.85 - $98.6 $32,680 - $36,679	372 Added 2.33%	16,316 $1.45 Million
Q3 2024 Oct 08, 2024	BUY	$82.97 - $98.97 $27,214 - $32,462	328 Added 2.1%	15,944 $1.55 Million
Q2 2024 Jul 15, 2024	BUY	$78.61 - $85.97 $19,338 - $21,148	246 Added 1.6%	15,616 $1.31 Million
Q1 2024 Apr 11, 2024	BUY	$82.58 - $89.12 $61,604 - $66,483	746 Added 5.1%	15,370 $1.33 Million
Q4 2023 Jan 11, 2024	SELL	$71.05 - $89.54 $30,409 - $38,323	-428 Reduced 2.84%	14,624 $1.29 Million
Q3 2023 Oct 10, 2023	SELL	$75.44 - $86.89 $7.57 Million - $8.72 Million	-100,359 Reduced 86.96%	15,052 $1.14 Million
Q2 2023 Jul 07, 2023	BUY	$78.4 - $83.98 $393,332 - $421,327	5,017 Added 4.54%	115,411 $9.64 Million
Q1 2023 Apr 18, 2023	BUY	$77.59 - $93.7 $147,110 - $177,655	1,896 Added 1.75%	110,394 $9.17 Million
Q4 2022 Jan 10, 2023	BUY	$76.14 - $88.09 $1.5 Million - $1.74 Million	19,749 Added 22.25%	108,498 $0
Q3 2022 Oct 11, 2022	BUY	$79.28 - $102.13 $410,036 - $528,216	5,172 Added 6.19%	88,749 $7.12 Million
Q2 2022 Jul 14, 2022	BUY	$87.04 - $112.5 $6.49 Million - $8.39 Million	74,563 Added 827.19%	83,577 $7.62 Million
Q1 2022 Apr 18, 2022	BUY	$99.96 - $115.1 $676,729 - $779,227	6,770 Added 301.69%	9,014 $977,000
Q4 2021 Jan 19, 2022	SELL	$102.53 - $116.01 $11,380 - $12,877	-111 Reduced 4.71%	2,244 $260,000
Q3 2021 Oct 13, 2021	BUY	$101.78 - $110.92 $185,748 - $202,429	1,825 Added 344.34%	2,355 $240,000
Q4 2020 Feb 22, 2021	SELL	$76.08 - $86.67 $76 - $86	-1 Reduced 0.19%	530 $45,000
Q4 2020 Feb 02, 2021	BUY	$76.08 - $86.67 $40,398 - $46,021	531 New	531 $42 Million

Others Institutions Holding VNQ

# of Institutions

1,925

Shares Held

236M

Call Options Held

1.45M

Put Options Held

1.28M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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West Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History