Fidato Wealth LLC Vanguard Specialized Funds Van Transaction History
Fidato Wealth LLC
- $124 Million
- Q3 2024
A detailed history of Fidato Wealth LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fidato Wealth LLC holds 8,210 shares of VNQ stock, worth $778,472. This represents 0.64% of its overall portfolio holdings.
Number of Shares
8,210
Previous 8,375
1.97%
Holding current value
$778,472
Previous $701,000
13.98%
% of portfolio
0.64%
Previous 0.62%
Shares
9 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.53 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.08 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.08 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$946 Million0.08% of portfolio