Sound Financial Strategies Group, LLC Vanguard Specialized Funds Van Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q4 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 $12,770. This represents 0.01% of its overall portfolio holdings.
Number of Shares
136
Previous 136
-0.0%
Holding current value
$12,770
Previous $13,000
7.69%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.4 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.16 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.11 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$966 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$901 Million0.07% of portfolio