Total Wealth Planning, LLC Vanguard Specialized Funds Van Transaction History
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Total Wealth Planning, LLC holds 68,709 shares of VNQ stock, worth $5.97 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
68,709
Previous 69,076
0.53%
Holding current value
$5.97 Million
Previous $6.15 Million
0.16%
% of portfolio
1.01%
Previous 1.02%
Shares
26 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