Sound Financial Strategies Group, LLC Vanguard Specialized Funds Van Transaction History
Sound Financial Strategies Group, LLC
- $114 Million
- Q3 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 136 shares of VNQ stock, worth $12,165. This represents 0.01% of its overall portfolio holdings.
Number of Shares
136
Previous 136
-0.0%
Holding current value
$12,165
Previous $11,000
18.18%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,824Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 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$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$893 Million0.08% of portfolio