Guardian Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History

Guardian Wealth Management, Inc.

$132 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	BUY	$75.44 - $86.89 $75 - $86	1 New	1 $0
Q4 2022 Feb 10, 2023	BUY	$76.14 - $88.09 $13,019 - $15,063	171 New	171 $14,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$980 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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