Zrc Wealth Management, LLC Vanguard Specialized Funds Van Transaction History

Zrc Wealth Management, LLC

  • $211 Billion
  • Q2 2024

A detailed history of Zrc Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 5,402 shares of VNQ stock, worth $479,643. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,402
Previous 5,587 3.31%
Holding current value
$479,643
Previous $484 Million 6.5%
% of portfolio
0.21%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
SELL
$78.61 - $85.97 $14,542 - $15,904
-185 Reduced 3.31%
5,402 $453 Million
Q1 2024

Apr 19, 2024
SELL
$82.58 - $89.12 $5,037 - $5,436
-61 Reduced 1.08%
5,587 $484 Million
Q4 2023

Jan 16, 2024
SELL
$71.05 - $89.54 $852 - $1,074
-12 Reduced 0.21%
5,648 $432 Million
Q3 2023

Oct 10, 2023
BUY
$75.44 - $86.89 $12,523 - $14,423
166 Added 3.02%
5,660 $428 Million
Q2 2023

Jul 06, 2023
SELL
$78.4 - $83.98 $6,899 - $7,390
-88 Reduced 1.58%
5,494 $473 Million
Q1 2023

May 04, 2023
BUY
$77.59 - $93.7 $433,107 - $523,033
5,582 New
5,582 $464 Million

Others Institutions Holding VNQ

# of Institutions
1,750
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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 Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, 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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email