Grey Fox Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Grey Fox Wealth Advisors, LLC
- $284 Billion
- Q2 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 57,244 shares of VNQ stock, worth $5.44 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
57,244
Previous 52,800
8.42%
Holding current value
$5.44 Million
Previous $4.57 Billion
6.3%
% of portfolio
1.71%
Previous 1.72%
Shares
7 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares 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$924 Million0.07% of portfolio