Ivc Wealth Advisors LLC Vanguard Specialized Funds Van Transaction History
Ivc Wealth Advisors LLC
- $203 Million
- Q2 2025
A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 5,179 shares of VNQ stock, worth $475,069. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,179
Previous 4,702
10.14%
Holding current value
$475,069
Previous $421,000
9.5%
% of portfolio
0.23%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.3 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.27 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$984 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$875 Million0.71% of portfolio