New England Capital Financial Advisors LLC Vanguard Specialized Funds Van Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$77.59 - $93.7 $77 - $93	1 Added 0.98%	103 $8.55 Million
Q4 2022 Feb 03, 2023	BUY	$76.14 - $88.09 $7,766 - $8,985	102 New	102 $8.94 Million

Others Institutions Holding VNQ

# of Institutions

1,824

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.55 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.18 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.1 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.09 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$960 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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