Keystone Financial Planning, Inc. Vanguard Specialized Funds Van Transaction History
Keystone Financial Planning, Inc.
- $340 Million
- Q4 2025
A detailed history of Keystone Financial Planning, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 4,942 shares of VNQ stock, worth $442,753. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,942
Previous 4,942
-0.0%
Holding current value
$442,753
Previous $451,000
2.0%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,944Shares 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