Waller Financial Planning Group, Inc Vanguard Specialized Funds Van Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 46,300 shares of VNQ stock, worth $4.48 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
46,300
Previous 48,583
4.7%
Holding current value
$4.48 Million
Previous $4.2 Million
7.69%
% of portfolio
1.04%
Previous 1.12%
Shares
10 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$1.16 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$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$940 Million0.07% of portfolio