Newport Capital Group, LLC Vanguard Specialized Funds Van Transaction History
Newport Capital Group, LLC
- $138 Million
- Q1 2025
A detailed history of Newport Capital Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Newport Capital Group, LLC holds 11,042 shares of VNQ stock, worth $958,887. This represents 0.72% of its overall portfolio holdings.
Number of Shares
11,042
Previous 10,287
7.34%
Holding current value
$958,887
Previous $916,000
8.08%
% of portfolio
0.72%
Previous 0.68%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,919Shares Held
234MCall 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