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 $31,438. This represents 0.01% of its overall portfolio holdings.
Number of Shares
339
Previous 330
2.73%
Holding current value
$31,438
Previous $32,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,910Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$954 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$890 Million0.07% of portfolio