Bordeaux Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History
Bordeaux Wealth Advisors LLC
- $524 Million
- Q2 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 24,777 shares of VNQ stock, worth $2.39 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
24,777
Previous 25,219
1.75%
Holding current value
$2.39 Million
Previous $2.18 Million
4.82%
% of portfolio
0.4%
Previous 0.72%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$937 Million0.07% of portfolio