Destination Wealth Management Vanguard Specialized Funds Van Transaction History
Destination Wealth Management
- $3 Billion
- Q2 2024
A detailed history of Destination Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Destination Wealth Management holds 24,737 shares of VNQ stock, worth $2.39 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
24,737
Previous 25,072
1.34%
Holding current value
$2.39 Million
Previous $2.17 Million
4.47%
% of portfolio
0.07%
Previous 0.07%
Shares
29 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$940 Million0.07% of portfolio