Sage Private Wealth Group, LLC Vanguard Specialized Funds Van Transaction History
Sage Private Wealth Group, LLC
- $75.7 Million
- Q3 2022
A detailed history of Sage Private Wealth Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 466 shares of VNQ stock, worth $44,447. This represents 0.05% of its overall portfolio holdings.
Number of Shares
466
Previous 466
-0.0%
Holding current value
$44,447
Previous $42,000
11.9%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,769Shares Held
244MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.54 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.09 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$927 Million0.07% of portfolio