Sterling Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Sterling Wealth Management, Inc.
- $293 Billion
- Q2 2025
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 41,831 shares of VNQ stock, worth $3.82 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
41,831
Previous 51,936
19.46%
Holding current value
$3.82 Million
Previous $4.63 Billion
19.48%
% of portfolio
1.27%
Previous 1.71%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,913Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.32 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.28 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.25 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$930 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$925 Million0.66% of portfolio