Quantum Financial Planning Services, Inc. Vanguard Specialized Funds Van Transaction History
Quantum Financial Planning Services, Inc.
- $183 Billion
- Q1 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 4,708 shares of VNQ stock, worth $420,518. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,708
Previous 5,555
15.25%
Holding current value
$420,518
Previous $495 Million
13.86%
% of portfolio
0.23%
Previous 0.27%
Shares
2 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