Sterling Wealth Management, Inc. Vanguard Specialized Funds Van Transaction History
Sterling Wealth Management, Inc.
- $268 Billion
- Q3 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 56,195 shares of VNQ stock, worth $5.04 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
56,195
Previous 58,792
4.42%
Holding current value
$5.04 Million
Previous $4.92 Billion
11.17%
% of portfolio
2.04%
Previous 2.34%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.45 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$895 Million0.08% of portfolio