Curio Wealth, LLC Vanguard Specialized Funds Van Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Curio Wealth, LLC holds 13,075 shares of VNQ stock, worth $1.2 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

13,075

Holding current value

$1.2 Million

% of portfolio

0.63%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$87.85 - $98.6 $1.15 Million - $1.29 Million	13,075 New	13,075 $1.16 Billion

Others Institutions Holding VNQ

# of Institutions

1,856

Shares Held

230M

Call Options Held

1.5M

Put Options Held

1.47M

Creative Planning Overland Park, KS

16.2M
Shares

$1.48 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.13 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.08 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.04 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$914 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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