Foundation Wealth Management, Llc\Pa Vanguard Specialized Funds Van Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 71,956 shares of VNQ stock, worth $6.45 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
71,956
Previous 104,066
30.86%
Holding current value
$6.45 Million
Previous $9.27 Billion
29.02%
% of portfolio
2.55%
Previous 4.01%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,935Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio