White Lighthouse Investment Management Inc. Vanguard Specialized Funds Van Transaction History
White Lighthouse Investment Management Inc.
- $518 Million
- Q2 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 53,242 shares of VNQ stock, worth $5.06 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
53,242
Previous 43,049
23.68%
Holding current value
$5.06 Million
Previous $3.72 Million
19.8%
% of portfolio
0.86%
Previous 0.76%
Shares
27 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio