Base Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Base Wealth Management LLC
- $175 Billion
- Q3 2025
A detailed history of Base Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Base Wealth Management LLC holds 5,218 shares of VNQ stock, worth $467,480. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,218
Previous 5,969
12.58%
Holding current value
$467,480
Previous $532 Million
10.28%
% of portfolio
0.27%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,933Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio