Portland Financial Advisors Inc Vanguard Specialized Funds Van Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Portland Financial Advisors Inc holds 6,228 shares of VNQ stock, worth $556,284. This represents 1.44% of its overall portfolio holdings.
Number of Shares
6,228
Previous 6,228
-0.0%
Holding current value
$556,284
Previous $555 Million
1.64%
% of portfolio
1.44%
Previous 1.49%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio