Walkner Condon Financial Advisors LLC Vanguard Specialized Funds Van Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 16,025 shares of VNQ stock, worth $1.45 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
16,025
Previous 16,451
2.59%
Holding current value
$1.45 Million
Previous $1.6 Million
10.92%
% of portfolio
0.3%
Previous 0.33%
Shares
18 transactions
Others Institutions Holding VNQ
# of Institutions
1,834Shares Held
239MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$902 Million0.08% of portfolio