Coordinated Financial Services, Inc. Vanguard Specialized Funds Van Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 14,282 shares of VNQ stock, worth $1.31 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
14,282
Previous 13,086
9.14%
Holding current value
$1.31 Million
Previous $1.17 Billion
9.12%
% of portfolio
0.88%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.32 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.28 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.25 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$930 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$925 Million0.66% of portfolio