Waterford Advisors, LLC's ownership history for VNQ

Waterford Advisors, LLC currently holds 16.7K shares with a market value of $1.5M. It started holding VNQ on 2024-12-31. At its peak, it held 21.3K shares on 2024-12-31. Its highest holding value was $1.9M on 2024-12-31. At its lowest, it held 3.7K shares on 2025-06-30, with a value of $1.5M on 2026-03-31. In the recent 180 days, Waterford Advisors, LLC has increased its shares by 13.1K. In the recent year, Waterford Advisors, LLC has decreased its shares by 4.6K.