Liberty Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Liberty Wealth Management LLC holds 8,283 shares of VNQ stock, worth $762,367. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,283
Previous 7,770
6.6%
Holding current value
$762,367
Previous $756,000
2.51%
% of portfolio
0.13%
Previous 0.13%
Shares
24 transactions
Others Institutions Holding VNQ
# of Institutions
1,906Shares Held
228MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.37 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$947 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$883 Million0.07% of portfolio