Fonville Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fonville Wealth Management LLC holds 51,557 shares of VNQ stock, worth $5.08 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
51,557
Previous 48,359
6.61%
Holding current value
$5.08 Million
Previous $4.05 Billion
23.98%
% of portfolio
1.74%
Previous 1.61%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.59 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.13 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.12 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$984 Million0.08% of portfolio