Gradient Capital Advisors, LLC Vanguard Specialized Funds Van Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 17,271 shares of VNQ stock, worth $1.67 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
17,271
Previous 17,903
3.53%
Holding current value
$1.67 Million
Previous $1.55 Million
6.59%
% of portfolio
0.52%
Previous 0.57%
Shares
26 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