Stone Asset Management Inc. Vanguard Specialized Funds Van Transaction History
Stone Asset Management Inc.
- $62.6 Million
- Q1 2023
A detailed history of Stone Asset Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Stone Asset Management Inc. holds 3,659 shares of VNQ stock, worth $331,359. This represents 0.48% of its overall portfolio holdings.
Number of Shares
3,659
Previous 16,874
78.32%
Holding current value
$331,359
Previous $1.39 Million
78.22%
% of portfolio
0.48%
Previous 0.86%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,915Shares Held
252MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio