Hurlow Wealth Management Group, Inc. Vanguard Specialized Funds Van Transaction History
Hurlow Wealth Management Group, Inc.
- $319 Million
- Q3 2024
A detailed history of Hurlow Wealth Management Group, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 148,726 shares of VNQ stock, worth $13.3 Million. This represents 4.55% of its overall portfolio holdings.
Number of Shares
148,726
Previous 142,520
4.35%
Holding current value
$13.3 Million
Previous $11.9 Million
21.37%
% of portfolio
4.55%
Previous 4.11%
Shares
24 transactions
Others Institutions Holding VNQ
# of Institutions
1,826Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$895 Million0.08% of portfolio