Ima Wealth, Inc. Vanguard Specialized Funds Van Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ima Wealth, Inc. holds 136 shares of VNQ stock, worth $12,012. This represents 0.0% of its overall portfolio holdings.

Number of Shares

136

Holding current value

$12,012

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$85.55 - $94.34 $11,634 - $12,830	136 New	136 $12,000

Others Institutions Holding VNQ

# of Institutions

1,921

Shares Held

236M

Call Options Held

1.38M

Put Options Held

1.31M

Creative Planning Overland Park, KS

14.9M
Shares

$1.32 Billion
1.29% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$1.22 Billion
4.12% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.09 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

10.3M
Shares

$909 Million
0.08% of portfolio
Northwestern Mutual Wealth Management CO

9.54M
Shares

$843 Million
0.71% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

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