Sheets Smith Wealth Management Vanguard Specialized Funds Van Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,468 shares of VNQ stock, worth $329,598. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,468
Previous 3,572
2.91%
Holding current value
$329,598
Previous $308,000
5.84%
% of portfolio
0.04%
Previous 0.03%
Shares
29 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio