Sterling Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Sterling Wealth Management, Inc.
- $211 Billion
- Q2 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 58,792 shares of VNQ stock, worth $5.49 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
58,792
Previous 60,783
3.28%
Holding current value
$5.49 Million
Previous $5.26 Billion
6.32%
% of portfolio
2.34%
Previous 2.62%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,774Shares Held
244MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.51 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.12 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.07 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$907 Million0.07% of portfolio