Northwest Quadrant Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Northwest Quadrant Wealth Management, LLC
- $439 Million
- Q4 2024
A detailed history of Northwest Quadrant Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Northwest Quadrant Wealth Management, LLC holds 72,543 shares of VNQ stock, worth $6.65 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
72,543
Previous 72,079
0.64%
Holding current value
$6.65 Million
Previous $7.02 Million
7.96%
% of portfolio
1.47%
Previous 1.62%
Shares
28 transactions
Others Institutions Holding VNQ
# of Institutions
1,896Shares Held
224MCall Options Held
1.8MPut Options Held
1.58M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio