Smith & Howard Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Smith & Howard Wealth Management, LLC
- $322 Million
- Q1 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 2,589 shares of VNQ stock, worth $216,207. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,589
Previous 2,589
-0.0%
Holding current value
$216,207
Previous $228,000
2.19%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,752Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio