Caliber Wealth Management, LLC / Ks Vanguard Specialized Funds Van Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 13,145 shares of VNQ stock, worth $1.18 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,145
Previous 14,999
12.36%
Holding current value
$1.18 Million
Previous $1.36 Billion
13.79%
% of portfolio
0.13%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,930Shares Held
248MCall Options Held
1.13MPut Options Held
1.28M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.3 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.26 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.23 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$963 Million0.08% of portfolio