Core Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 3,098 shares of VNQ stock, worth $277,549. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,098Holding current value
$277,549% of portfolio
0.08%Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,931Shares Held
237MCall Options Held
1.07MPut Options Held
1.3M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio