Mgb Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Mgb Wealth Management, LLC
- $267 Billion
- Q2 2024
A detailed history of Mgb Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 2,025 shares of VNQ stock, worth $194,157. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,025
Previous 1,925
5.19%
Holding current value
$194,157
Previous $166 Million
6.39%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,778Shares Held
244MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$957 Million0.08% of portfolio