Beaird Harris Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Beaird Harris Wealth Management, LLC
- $1.1 Billion
- Q1 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 47,200 shares of VNQ stock, worth $4.2 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
47,200
Previous 44,670
5.66%
Holding current value
$4.2 Million
Previous $3.98 Million
7.39%
% of portfolio
0.39%
Previous 0.37%
Shares
14 transactions
Others Institutions Holding VNQ
# of Institutions
1,917Shares Held
248MCall Options Held
1.13MPut Options Held
1.28M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$956 Million0.08% of portfolio