Coordinated Financial Services, Inc./Co Vanguard Specialized Funds Van Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 13,482 shares of VNQ stock, worth $1.2 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
13,482
Previous 12,247
10.08%
Holding current value
$1.2 Million
Previous $1.03 Billion
19.0%
% of portfolio
0.94%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,928Shares Held
247MCall Options Held
1.13MPut Options Held
1.28M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$956 Million0.08% of portfolio