Financial Perspectives, Inc Vanguard Specialized Funds Van Transaction History
Financial Perspectives, Inc
- $271 Billion
- Q2 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial Perspectives, Inc holds 9,207 shares of VNQ stock, worth $875,677. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,207
Previous 9,207
-0.0%
Holding current value
$875,677
Previous $796 Million
3.15%
% of portfolio
0.28%
Previous 0.3%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,730Shares 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