Wiser Advisor Group LLC Vanguard Specialized Funds Van Transaction History

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

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 7,223 shares of VNQ stock, worth $647,975. This represents 0.94% of its overall portfolio holdings.

Number of Shares
7,223
Previous 6,896 4.74%
Holding current value
$647,975
Previous $672 Million 4.23%
% of portfolio
0.94%
Previous 1.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,920
Shares Held
235M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC 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 Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email