Grey Fox Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Grey Fox Wealth Advisors, LLC
- $359 Billion
- Q3 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 74,103 shares of VNQ stock, worth $6.34 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
74,103
Previous 57,244
29.45%
Holding current value
$6.34 Million
Previous $4.85 Billion
49.97%
% of portfolio
2.03%
Previous 1.71%
Shares
8 transactions
Others Institutions Holding VNQ
# of Institutions
1,821Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.38 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$977 Million3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$972 Million0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$854 Million0.08% of portfolio