Taylor, Cottrill, Erickson & Associates, Inc. Vanguard Specialized Funds Van Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $340 Million
- Q1 2024
A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 63,034 shares of VNQ stock, worth $5.32 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
63,034
Previous 61,498
2.5%
Holding current value
$5.32 Million
Previous $5.43 Million
0.33%
% of portfolio
1.6%
Previous 1.73%
Shares
27 transactions
Others Institutions Holding VNQ
# of Institutions
1,755Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.5 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$955 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$905 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$881 Million0.08% of portfolio