Tobias Financial Advisors, Inc. Vanguard Specialized Funds Van Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 2,518 shares of VNQ stock, worth $230,976. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,518
Previous 2,825
10.87%
Holding current value
$230,976
Previous $251,000
9.56%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.3 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.27 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$984 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$875 Million0.71% of portfolio