Boltwood Capital Management Vanguard Specialized Funds Van Transaction History
Boltwood Capital Management
- $336 Million
- Q3 2024
A detailed history of Boltwood Capital Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Boltwood Capital Management holds 5,756 shares of VNQ stock, worth $563,915. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,756
Previous 5,656
1.77%
Holding current value
$563,915
Previous $473,000
18.39%
% of portfolio
0.17%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.58 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.12 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.11 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$978 Million0.08% of portfolio