New England Guild Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 9,599 shares of VNQ stock, worth $870,725. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,599
Previous 8,827
8.75%
Holding current value
$870,725
Previous $708,000
11.86%
% of portfolio
0.42%
Previous 0.43%
Shares
21 transactions
Others Institutions Holding VNQ
# of Institutions
1,826Shares Held
238MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.47 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.12 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.04 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$905 Million0.08% of portfolio