Windward Private Wealth Management Inc. Vanguard Specialized Funds Van Transaction History

Windward Private Wealth Management Inc.

  • $289 Million
  • Q3 2025

A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 2,238 shares of VNQ stock, worth $199,920. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,238
Holding current value
$199,920
% of portfolio
0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$88.47 - $93.24 $197,995 - $208,671
2,238 New
2,238 $204,000
Q1 2025

May 08, 2025
SELL
$85.55 - $94.34 $116,775 - $128,774
-1,365 Reduced 37.13%
2,311 $209,000
Q4 2024

Jan 29, 2025
SELL
$87.85 - $98.6 $12,738 - $14,297
-145 Reduced 3.79%
3,676 $327,000
Q3 2024

Oct 31, 2024
SELL
$82.97 - $98.97 $23,148 - $27,612
-279 Reduced 6.8%
3,821 $372,000
Q2 2024

Jul 22, 2024
SELL
$78.61 - $85.97 $63,988 - $69,979
-814 Reduced 16.56%
4,100 $343,000
Q1 2024

May 06, 2024
SELL
$82.58 - $89.12 $23,700 - $25,577
-287 Reduced 5.52%
4,914 $424,000
Q4 2023

Jan 29, 2024
SELL
$71.05 - $89.54 $602,290 - $759,030
-8,477 Reduced 61.98%
5,201 $459,000
Q3 2023

Nov 03, 2023
SELL
$75.44 - $86.89 $182,866 - $210,621
-2,424 Reduced 15.05%
13,678 $1.03 Million
Q2 2023

Jul 20, 2023
BUY
$78.4 - $83.98 $26,891 - $28,805
343 Added 2.18%
16,102 $1.35 Million
Q1 2023

Apr 24, 2023
BUY
$77.59 - $93.7 $27,932 - $33,732
360 Added 2.34%
15,759 $1.31 Million
Q4 2022

Jan 25, 2023
BUY
$76.14 - $88.09 $27,410 - $31,712
360 Added 2.39%
15,399 $0
Q3 2022

Oct 26, 2022
SELL
$79.28 - $102.13 $29,967 - $38,605
-378 Reduced 2.45%
15,039 $1.21 Million
Q2 2022

Jul 19, 2022
SELL
$87.04 - $112.5 $6,963 - $9,000
-80 Reduced 0.52%
15,417 $1.41 Million
Q1 2022

May 10, 2022
SELL
$99.96 - $115.1 $92,862 - $106,927
-929 Reduced 5.66%
15,497 $1.68 Million
Q4 2021

Feb 08, 2022
SELL
$102.53 - $116.01 $263,809 - $298,493
-2,573 Reduced 13.54%
16,426 $1.91 Million
Q3 2021

Oct 29, 2021
SELL
$101.78 - $110.92 $334,754 - $364,815
-3,289 Reduced 14.76%
18,999 $1.93 Million
Q2 2021

Jul 29, 2021
SELL
$93.53 - $105.5 $217,550 - $245,393
-2,326 Reduced 9.45%
22,288 $2.27 Million
Q1 2021

May 06, 2021
SELL
$81.97 - $92.98 $557,641 - $632,542
-6,803 Reduced 21.65%
24,614 $2.26 Million
Q4 2020

Jan 26, 2021
BUY
$76.08 - $86.67 $2.39 Million - $2.72 Million
31,417 New
31,417 $2.67 Million

Others Institutions Holding VNQ

# of Institutions
1,920
Shares Held
252M
Call Options Held
926K
Put Options Held
1.38M
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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