Discipline Wealth Solutions, LLC Vanguard Specialized Funds Van Transaction History
Discipline Wealth Solutions, LLC
- $127 Million
- Q2 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,925 shares of VNQ stock, worth $282,847. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,925
Previous 2,410
21.37%
Holding current value
$282,847
Previous $208,000
17.31%
% of portfolio
0.19%
Previous 0.19%
Shares
3 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