Decision Point Financial, LLC Vanguard Specialized Funds Van Transaction History
Decision Point Financial, LLC
- $315 Million
- Q3 2024
A detailed history of Decision Point Financial, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Decision Point Financial, LLC holds 180,441 shares of VNQ stock, worth $17.2 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
180,441
Previous 179,187
0.7%
Holding current value
$17.2 Million
Previous $15 Million
17.12%
% of portfolio
5.58%
Previous 5.26%
Shares
8 transactions
Others Institutions Holding VNQ
# of Institutions
1,769Shares Held
244MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.54 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.09 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$927 Million0.07% of portfolio