Magnolia Private Wealth, LLC Vanguard Specialized Funds Van Transaction History
Magnolia Private Wealth, LLC
- $121 Billion
- Q1 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 4,101 shares of VNQ stock, worth $362,241. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,101
Previous 5,042
18.66%
Holding current value
$362,241
Previous $449 Million
17.33%
% of portfolio
0.31%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,919Shares Held
233MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.32 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.09 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.04 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$909 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$848 Million0.07% of portfolio