Windsor Capital Management, LLC Vanguard Specialized Funds Van Transaction History
Windsor Capital Management, LLC
- $312 Million
- Q1 2024
A detailed history of Windsor Capital Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Windsor Capital Management, LLC holds 14,045 shares of VNQ stock, worth $1.18 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,045
Previous 14,039
0.04%
Holding current value
$1.18 Million
Previous $1.24 Million
2.1%
% of portfolio
0.39%
Previous 0.41%
Shares
27 transactions
Others Institutions Holding VNQ
# of Institutions
1,756Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.04 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$948 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$898 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$875 Million0.08% of portfolio