Mgb Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Mgb Wealth Management, LLC
- $276 Billion
- Q3 2024
A detailed history of Mgb Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 2,225 shares of VNQ stock, worth $214,134. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,225
Previous 2,025
9.88%
Holding current value
$214,134
Previous $177 Million
22.39%
% of portfolio
0.08%
Previous 0.07%
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$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio