West Branch Capital LLC Vanguard Specialized Funds Van Transaction History
West Branch Capital LLC
- $297 Million
- Q4 2024
A detailed history of West Branch Capital LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, West Branch Capital LLC holds 339 shares of VNQ stock, worth $30,960. This represents 0.01% of its overall portfolio holdings.
Number of Shares
339
Previous 330
2.73%
Holding current value
$30,960
Previous $32,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,828Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.48 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.04 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.04 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$911 Million0.08% of portfolio