My Personal Cfo, LLC Vanguard Specialized Funds Van Transaction History
My Personal Cfo, LLC
- $175 Million
- Q2 2024
A detailed history of My Personal Cfo, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, My Personal Cfo, LLC holds 32,283 shares of VNQ stock, worth $3.07 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
32,283
Previous 30,100
7.25%
Holding current value
$3.07 Million
Previous $2.6 Million
3.88%
% of portfolio
1.54%
Previous 1.6%
Shares
13 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio