Grey Fox Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Grey Fox Wealth Advisors, LLC
- $266 Billion
- Q1 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 52,800 shares of VNQ stock, worth $4.42 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
52,800
Previous 44,987
17.37%
Holding current value
$4.42 Million
Previous $3.98 Billion
14.87%
% of portfolio
1.72%
Previous 1.73%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,754Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio