Sfg Wealth Management, Llc. Vanguard Specialized Funds Van Transaction History
Sfg Wealth Management, Llc.
- $165 Million
- Q2 2025
A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 14,056 shares of VNQ stock, worth $1.27 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
14,056
              Previous 14,056
              
        
           -0.0%
        
      
          
        Holding current value
$1.27 Million
            Previous $1.27 Million
            
        
           1.65%
        
      
          
        % of portfolio
0.76%
            Previous 0.66%
          
        Shares
	  6 transactions
	
  Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
252MCall Options Held
926KPut Options Held
1.38M- 
    
      Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
- 
    
      Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
- 
    
      Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio