Center For Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History
Center For Financial Planning, Inc.
- $781 Million
- Q1 2025
A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,671 shares of VNQ stock, worth $244,957. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,671
Previous 2,671
-0.0%
Holding current value
$244,957
Previous $237,000
1.69%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares Held
234MCall Options Held
1.13MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.3 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.27 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$984 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$875 Million0.71% of portfolio