High Note Wealth, LLC Vanguard Specialized Funds Van Transaction History
High Note Wealth, LLC
- $425 Million
- Q2 2025
A detailed history of High Note Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, High Note Wealth, LLC holds 231 shares of VNQ stock, worth $21,118. This represents 0.0% of its overall portfolio holdings.
Number of Shares
231
Previous 359
35.65%
Holding current value
$21,118
Previous $32,000
37.5%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,912Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.32 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.28 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.25 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$930 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$925 Million0.66% of portfolio