Vista Wealth Management Group, LLC Vanguard Specialized Funds Van Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 21,019 shares of VNQ stock, worth $1.83 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
21,019
Previous 22,241
5.49%
Holding current value
$1.83 Million
Previous $1.98 Million
4.85%
% of portfolio
0.13%
Previous 0.13%
Shares
22 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
235MCall 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