Beacon Financial Group Vanguard Specialized Funds Van Transaction History
Beacon Financial Group
- $869 Million
- Q1 2025
A detailed history of Beacon Financial Group transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Beacon Financial Group holds 2,614 shares of VNQ stock, worth $234,501. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,614
Previous 2,677
2.35%
Holding current value
$234,501
Previous $238,000
1.68%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio