Wood Tarver Financial Group, LLC Vanguard Specialized Funds Van Transaction History
Wood Tarver Financial Group, LLC
- $332 Million
- Q2 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 2,541 shares of VNQ stock, worth $226,301. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,541
Previous 2,691
5.57%
Holding current value
$226,301
Previous $243,000
7.0%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,918Shares Held
248MCall Options Held
1.05MPut Options Held
1.22M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$956 Million0.08% of portfolio