Tanglewood Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Tanglewood Wealth Management, Inc.
- $769 Million
- Q2 2024
A detailed history of Tanglewood Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 132,852 shares of VNQ stock, worth $12.6 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
132,852
Previous 213,289
37.71%
Holding current value
$12.6 Million
Previous $18.4 Million
39.67%
% of portfolio
1.45%
Previous 2.29%
Shares
28 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio