Juncture Wealth Strategies, LLC Vanguard Specialized Funds Van Transaction History
Juncture Wealth Strategies, LLC
- $298 Million
- Q3 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 35,602 shares of VNQ stock, worth $3.22 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
35,602
Previous 35,364
0.67%
Holding current value
$3.22 Million
Previous $3.15 Million
3.33%
% of portfolio
1.09%
Previous 1.12%
Shares
27 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio