Peak Retirement Planning, Inc. Vanguard Specialized Funds Van Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 29,783 shares of VNQ stock, worth $2.67 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
29,783
Previous 42,886
30.55%
Holding current value
$2.67 Million
Previous $3.82 Billion
28.71%
% of portfolio
0.77%
Previous 1.54%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,935Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio