Sage View Advisory Group, LLC Vanguard Specialized Funds Van Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 17,061 shares of VNQ stock, worth $1.52 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,061
Previous 15,032
13.5%
Holding current value
$1.52 Million
Previous $1.34 Billion
15.35%
% of portfolio
0.07%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding VNQ
# of Institutions
1,933Shares 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