Axim Planning & Wealth Vanguard Specialized Funds Van Transaction History

Axim Planning & Wealth

$88.8 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$79.28 - $102.13 $16,569 - $21,345	209 Added 5225.0%	213 $17,000
Q2 2022 Oct 13, 2022	BUY	$87.04 - $112.5 $348 - $450	4 New	4 $0

Others Institutions Holding VNQ

# of Institutions

1,824

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.45 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.1 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.02 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.02 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$893 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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