Verity Wealth Advisors Vanguard Specialized Funds Van Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Verity Wealth Advisors holds 23,445 shares of VNQ stock, worth $2.23 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
23,445
Previous 23,064
1.65%
Holding current value
$2.23 Million
Previous $1.93 Million
18.28%
% of portfolio
1.61%
Previous 1.45%
Shares
24 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