Accredited Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Accredited Wealth Management, LLC
- $123 Billion
- Q2 2025
A detailed history of Accredited Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 1,500 shares of VNQ stock, worth $133,590. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$133,590
Previous $136 Million
1.63%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,917Shares Held
248MCall Options Held
1.13MPut Options Held
1.28M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$956 Million0.08% of portfolio