Partners Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Partners Wealth Management, LLC
- $101 Billion
- Q3 2025
A detailed history of Partners Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Partners Wealth Management, LLC holds 4,381 shares of VNQ stock, worth $392,493. This represents 0.4% of its overall portfolio holdings.
Number of Shares
4,381
Previous 4,516
2.99%
Holding current value
$392,493
Previous $409 Million
2.08%
% of portfolio
0.4%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,933Shares 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