Grey Fox Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Grey Fox Wealth Advisors, LLC
- $365 Billion
- Q4 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 76,314 shares of VNQ stock, worth $6.99 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
76,314
Previous 74,103
2.98%
Holding current value
$6.99 Million
Previous $7.28 Billion
6.61%
% of portfolio
1.86%
Previous 2.03%
Shares
9 transactions
Others Institutions Holding VNQ
# of Institutions
1,905Shares Held
228MCall Options Held
1.5MPut Options Held
1.63M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio