Sound View Wealth Advisors Group, LLC Vanguard Specialized Funds Van Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,813 shares of VNQ stock, worth $234,266. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,813
Previous 5,951
52.73%
Holding current value
$234,266
Previous $525,000
53.71%
% of portfolio
0.03%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.48 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$942 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$893 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$870 Million0.08% of portfolio