Bromfield Sneider Wealth Advisors Vanguard Specialized Funds Van Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 907 shares of VNQ stock, worth $81,838. This represents 0.05% of its overall portfolio holdings.
Number of Shares
907
Previous 907
-0.0%
Holding current value
$81,838
Previous $80,000
2.5%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,912Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.3 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.23 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$918 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$913 Million0.66% of portfolio