Prosperity Planning, Inc. Vanguard Specialized Funds Van Transaction History
Prosperity Planning, Inc.
- $309 Million
- Q3 2024
A detailed history of Prosperity Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Prosperity Planning, Inc. holds 3,608 shares of VNQ stock, worth $347,233. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,608
Previous 3,619
0.3%
Holding current value
$347,233
Previous $303,000
15.84%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.55 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.18 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.1 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.09 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$960 Million0.08% of portfolio