Carolinas Wealth Consulting LLC Vanguard Specialized Funds Van Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 11,619 shares of VNQ stock, worth $1.04 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,619
Previous 13,331
12.84%
Holding current value
$1.04 Million
Previous $1.12 Million
1.34%
% of portfolio
0.2%
Previous 0.21%
Shares
20 transactions
Others Institutions Holding VNQ
# of Institutions
1,826Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$890 Million0.08% of portfolio