Partners In Financial Planning Vanguard Specialized Funds Van Transaction History
Partners In Financial Planning
- $542 Billion
- Q2 2025
A detailed history of Partners In Financial Planning transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Partners In Financial Planning holds 153,331 shares of VNQ stock, worth $13.9 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
153,331
Previous 151,063
1.5%
Holding current value
$13.9 Million
Previous $13.7 Billion
0.15%
% of portfolio
2.52%
Previous 2.75%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio