Portland Financial Advisors Inc Vanguard Specialized Funds Van Transaction History
Portland Financial Advisors Inc
- $41.7 Billion
- Q2 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 $564,007. This represents 1.33% of its overall portfolio holdings.
Number of Shares
6,228
Previous 6,228
-0.0%
Holding current value
$564,007
Previous $564 Million
1.63%
% of portfolio
1.33%
Previous 1.44%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio