Beaird Harris Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Beaird Harris Wealth Management, LLC
- $1.19 Billion
- Q2 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 49,687 shares of VNQ stock, worth $4.43 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
49,687
Previous 47,200
5.27%
Holding current value
$4.43 Million
Previous $4.27 Million
3.56%
% of portfolio
0.37%
Previous 0.39%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares Held
252MCall Options Held
1.04MPut Options Held
1.33M-
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
-
Bank Of America Corp Charlotte, NC10.2MShares$906 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$901 Million0.66% of portfolio