Watts Gwilliam & Co., LLC Vanguard Specialized Funds Van Transaction History
Watts Gwilliam & Co., LLC
- $569 Million
- Q2 2025
A detailed history of Watts Gwilliam & Co., LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 5,540 shares of VNQ stock, worth $501,702. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,540
              Previous 6,841
              
        
           19.02%
        
      
          
        Holding current value
$501,702
            Previous $619,000
            
        
           20.36%
        
      
          
        % of portfolio
0.09%
            Previous 0.12%
          
        Shares
	  5 transactions
	
  Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
252MCall Options Held
926KPut Options Held
1.38M- 
    
      Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
- 
    
      Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
- 
    
      Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio