Keystone Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History
Keystone Financial Planning, Inc.
- $333 Million
- Q3 2025
A detailed history of Keystone Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 4,942 shares of VNQ stock, worth $447,547. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,942
Previous 4,942
-0.0%
Holding current value
$447,547
Previous $440,000
2.5%
% of portfolio
0.14%
Previous 0.14%
Shares
2 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