Chesapeake Wealth Management Vanguard Specialized Funds Van Transaction History
Chesapeake Wealth Management
- $273 Million
- Q1 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 9,726 shares of VNQ stock, worth $814,649. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,726
Previous 9,762
0.37%
Holding current value
$814,649
Previous $862,000
2.44%
% of portfolio
0.31%
Previous 0.33%
Shares
25 transactions
Others Institutions Holding VNQ
# of Institutions
1,756Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio