Magnolia Private Wealth, LLC Vanguard Specialized Funds Van Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 3,486 shares of VNQ stock, worth $312,903. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,486
Previous 4,101
15.0%
Holding current value
$312,903
Previous $371 Million
16.39%
% of portfolio
0.24%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,910Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.3 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.26 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.23 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$914 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$908 Million0.66% of portfolio