Montecito Bank & Trust Vanguard Specialized Funds Van Transaction History
Montecito Bank & Trust
- $497 Million
- Q1 2024
A detailed history of Montecito Bank & Trust transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Montecito Bank & Trust holds 8,513 shares of VNQ stock, worth $708,962. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,513
Previous 10,343
17.69%
Holding current value
$708,962
Previous $913,000
19.39%
% of portfolio
0.15%
Previous 0.2%
Shares
28 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.48 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$942 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$893 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$870 Million0.08% of portfolio