Wiser Advisor Group LLC Vanguard Specialized Funds Van Transaction History

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

A detailed history of Wiser Advisor Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wiser Advisor Group LLC holds 9,476 shares of VNQ stock, worth $869,233. This represents 1.27% of its overall portfolio holdings.

Number of Shares

9,476

Previous 7,223 31.19%

Holding current value

$869,233

Previous $643 Million 33.34%

% of portfolio

1.27%

Previous 0.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$85.55 - $94.34 $192,744 - $212,548	2,253 Added 31.19%	9,476 $858 Million
Q4 2024 Feb 05, 2025	BUY	$87.85 - $98.6 $28,726 - $32,242	327 Added 4.74%	7,223 $643 Million
Q3 2024 Nov 13, 2024	BUY	$82.97 - $98.97 $3,816 - $4,552	46 Added 0.67%	6,896 $672 Million
Q2 2024 Aug 14, 2024	BUY	$78.61 - $85.97 $115,242 - $126,032	1,466 Added 27.23%	6,850 $574 Million
Q1 2024 May 15, 2024	BUY	$82.58 - $89.12 $18,828 - $20,319	228 Added 4.42%	5,384 $468 Million
Q4 2023 Feb 12, 2024	BUY	$71.05 - $89.54 $366,333 - $461,668	5,156 New	5,156 $456 Million

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Wiser Advisor Group LLC Vanguard Specialized Funds Van Transaction History