Doyle Wealth Management Vanguard Specialized Funds Van Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Doyle Wealth Management holds 26,134 shares of VNQ stock, worth $2.34 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
26,134
Previous 26,155
0.08%
Holding current value
$2.34 Million
Previous $2.38 Million
12.09%
% of portfolio
0.18%
Previous 0.19%
Shares
21 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio