Monument Group Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Monument Group Wealth Advisors, LLC
- $135 Billion
- Q1 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 4,083 shares of VNQ stock, worth $360,610. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,083
Previous 4,083
-0.0%
Holding current value
$360,610
Previous $361 Million
2.13%
% of portfolio
0.26%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,747Shares Held
245MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.57 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.09 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$999 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$947 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$922 Million0.08% of portfolio