Brown Financial Advisory Vanguard Specialized Funds Van Transaction History
Brown Financial Advisory
- $141 Million
- Q4 2024
A detailed history of Brown Financial Advisory transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Brown Financial Advisory holds 5,288 shares of VNQ stock, worth $484,909. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,288
Previous 5,288
-0.0%
Holding current value
$484,909
Previous $515,000
8.54%
% of portfolio
0.33%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,843Shares Held
240MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.48 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.04 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$915 Million0.08% of portfolio