Life Guide Financial Advisors, LLC Vanguard Specialized Funds Van Transaction History
Life Guide Financial Advisors, LLC
- $189 Million
- Q1 2025
A detailed history of Life Guide Financial Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Life Guide Financial Advisors, LLC holds 63,030 shares of VNQ stock, worth $5.47 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
63,030
Previous 664,726
90.52%
Holding current value
$5.47 Million
Previous $59.2 Million
90.45%
% of portfolio
3.0%
Previous 25.5%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.29 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.07 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.02 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$893 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$833 Million0.07% of portfolio