Johnson Midwest Financial, LLC Vanguard Specialized Funds Van Transaction History

Johnson Midwest Financial, LLC

$44.1 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 13, 2022	SELL	$99.96 - $115.1 $6,797 - $7,826	-68 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$102.53 - $116.01 $6,972 - $7,888	68 New	68 $8,000

Others Institutions Holding VNQ

# of Institutions

1,824

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.52 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.15 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.07 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.07 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$936 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Johnson Midwest Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson Midwest Financial, LLC with notifications on news.