Smith & Howard Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Smith & Howard Wealth Management, LLC
- $354 Million
- Q3 2024
A detailed history of Smith & Howard Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 2,578 shares of VNQ stock, worth $241,816. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,578
Previous 2,578
-0.0%
Holding current value
$241,816
Previous $215,000
16.74%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
242MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.52 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.15 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.07 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$936 Million0.08% of portfolio