Mgo Private Wealth, LLC Vanguard Specialized Funds Van Transaction History
Mgo Private Wealth, LLC
- $159 Million
- Q1 2024
A detailed history of Mgo Private Wealth, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 4,656 shares of VNQ stock, worth $413,406. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,656
Previous 4,637
0.41%
Holding current value
$413,406
Previous $409,000
1.71%
% of portfolio
0.25%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,750Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.58 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.1 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$952 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$927 Million0.08% of portfolio