Balanced Rock Investment Advisor Vanguard Specialized Funds Van Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 13,188 shares of VNQ stock, worth $1.26 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
13,188
Previous 13,619
3.16%
Holding current value
$1.26 Million
Previous $1.18 Billion
6.21%
% of portfolio
0.93%
Previous 1.0%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,751Shares Held
241MCall 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, CO11.3MShares$1.08 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$926 Million0.07% of portfolio