Vista Wealth Management Group, LLC Vanguard Specialized Funds Van Transaction History
Vista Wealth Management Group, LLC
- $1.32 Billion
- Q2 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 24,781 shares of VNQ stock, worth $2.39 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
24,781
Previous 28,504
13.06%
Holding current value
$2.39 Million
Previous $2.47 Million
15.82%
% of portfolio
0.16%
Previous 0.19%
Shares
19 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$937 Million0.07% of portfolio