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 $1.22 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
13,482
Previous 12,247
10.08%
Holding current value
$1.22 Million
Previous $1.03 Billion
19.0%
% of portfolio
0.94%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio