Capital Directions Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 8,707 shares of VNQ stock, worth $761,514. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,707
Previous 0
Infinity%
Holding current value
$761,514
Previous $698,000
2.87%
% of portfolio
0.27%
Previous 0.27%
Shares
22 transactions
Others Institutions Holding VNQ
# of Institutions
1,754Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.56 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.08 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$989 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$938 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$913 Million0.08% of portfolio