Wellington Shields Capital Management, LLC Vanguard Specialized Funds Van Transaction History
Wellington Shields Capital Management, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Wellington Shields Capital Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 2,900 shares of VNQ stock, worth $265,727. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,900
Previous 3,150
7.94%
Holding current value
$265,727
Previous $306,000
15.69%
% of portfolio
0.02%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,866Shares Held
229MCall Options Held
1.5MPut Options Held
1.47M-
Creative Planning Overland Park, KS16.2MShares$1.48 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.13 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.04 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$914 Million0.08% of portfolio