Coastal Investment Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Coastal Investment Advisors, Inc.
- $212 Million
- Q1 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 855 shares of VNQ stock, worth $76,368. This represents 0.04% of its overall portfolio holdings.
Number of Shares
855
Previous 1,384
38.22%
Holding current value
$76,368
Previous $123,000
37.4%
% of portfolio
0.04%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio