Sage View Advisory Group, LLC Vanguard Specialized Funds Van Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
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 11,708 shares of VNQ stock, worth $1.05 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,708
Previous 22,595
48.18%
Holding current value
$1.05 Million
Previous $1.89 Billion
39.73%
% of portfolio
0.06%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$891 Million0.08% of portfolio