Clean Yield Group Vanguard Specialized Funds Van Transaction History

Clean Yield Group

$296 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 22, 2020	SELL	$64.53 - $86.79 $34,265 - $46,085	-531 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$90.14 - $95.25 $47,864 - $50,577	531 New	531 $49,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.58 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.11 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$978 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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