Chesapeake Wealth Management Vanguard Specialized Funds Van Transaction History
Chesapeake Wealth Management
- $289 Million
- Q4 2024
A detailed history of Chesapeake Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Chesapeake Wealth Management holds 9,300 shares of VNQ stock, worth $841,278. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,300
Previous 9,127
1.9%
Holding current value
$841,278
Previous $889,000
6.86%
% of portfolio
0.29%
Previous 0.31%
Shares
28 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.35 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.12 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$931 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$868 Million0.07% of portfolio