Fidato Wealth LLC Vanguard Specialized Funds Van Transaction History
Fidato Wealth LLC
- $113 Million
- Q2 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 8,375 shares of VNQ stock, worth $818,991. This represents 0.62% of its overall portfolio holdings.
Number of Shares
8,375
Previous 8,603
2.65%
Holding current value
$818,991
Previous $743,000
5.65%
% of portfolio
0.62%
Previous 0.67%
Shares
8 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$1.7 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.17 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.1 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.05 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$950 Million0.07% of portfolio