Costello Asset Management, Inc Vanguard Specialized Funds Van Transaction History
Costello Asset Management, Inc
- $244 Million
- Q1 2025
A detailed history of Costello Asset Management, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Costello Asset Management, Inc holds 1,333 shares of VNQ stock, worth $119,063. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,333
Previous 600
122.17%
Holding current value
$119,063
Previous $53,000
126.42%
% of portfolio
0.05%
Previous 0.04%
Shares
2 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