Wilson & Boucher Capital Management, LLC Vanguard Specialized Funds Van Transaction History
Wilson & Boucher Capital Management, LLC
- $141 Billion
- Q4 2024
A detailed history of Wilson & Boucher Capital Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 4,700 shares of VNQ stock, worth $421,636. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,700
Previous 4,800
2.08%
Holding current value
$421,636
Previous $468 Million
10.47%
% of portfolio
0.3%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$923 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$861 Million0.07% of portfolio