Mgo Private Wealth, LLC Vanguard Specialized Funds Van Transaction History
Mgo Private Wealth, LLC
- $158 Million
- Q2 2024
A detailed history of Mgo Private Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 4,568 shares of VNQ stock, worth $434,142. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,568
Previous 4,656
1.89%
Holding current value
$434,142
Previous $402,000
4.98%
% of portfolio
0.24%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio