Archvest Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 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 70,743 shares of VNQ stock, worth $6.72 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
70,743
Previous 39,912
77.25%
Holding current value
$6.72 Million
Previous $3.45 Million
71.69%
% of portfolio
3.92%
Previous 2.43%
Shares
11 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio