Prosperity Planning, Inc. Vanguard Specialized Funds Van Transaction History
Prosperity Planning, Inc.
- $290 Million
- Q2 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 3,619 shares of VNQ stock, worth $343,624. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,619
Previous 3,623
0.11%
Holding current value
$343,624
Previous $313,000
3.19%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio