Safe Harbor Fiduciary, LLC Vanguard Specialized Funds Van Transaction History
Safe Harbor Fiduciary, LLC
- $107 Billion
- Q2 2025
A detailed history of Safe Harbor Fiduciary, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 20,699 shares of VNQ stock, worth $1.86 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
20,699
Previous 22,723
8.91%
Holding current value
$1.86 Million
Previous $2.06 Billion
10.4%
% of portfolio
1.73%
Previous 2.13%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.3 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.26 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.23 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$914 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$908 Million0.66% of portfolio