Fonville Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Fonville Wealth Management LLC holds 48,359 shares of VNQ stock, worth $4.77 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
48,359
Previous 41,621
16.19%
Holding current value
$4.77 Million
Previous $3.6 Billion
12.59%
% of portfolio
1.61%
Previous 1.59%
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$1.72 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.18 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.11 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.06 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$958 Million0.07% of portfolio