Financial Perspectives, Inc Vanguard Specialized Funds Van Transaction History
Financial Perspectives, Inc
- $264 Billion
- Q1 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial Perspectives, Inc holds 9,207 shares of VNQ stock, worth $766,758. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,207
Previous 9,203
0.04%
Holding current value
$766,758
Previous $813 Million
2.08%
% of portfolio
0.3%
Previous 0.33%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.48 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$942 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$893 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$870 Million0.08% of portfolio