Archvest Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Archvest Wealth Advisors, Inc.
- $137 Million
- Q4 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 83,551 shares of VNQ stock, worth $7.57 Million. This represents 5.42% of its overall portfolio holdings.
Number of Shares
83,551
Previous 72,804
14.76%
Holding current value
$7.57 Million
Previous $7.09 Million
4.94%
% of portfolio
5.42%
Previous 4.28%
Shares
13 transactions
Others Institutions Holding VNQ
# of Institutions
1,834Shares Held
239MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$904 Million0.08% of portfolio