Balanced Wealth Group LLC Vanguard Specialized Funds Van Transaction History

Balanced Wealth Group LLC

$223 Billion
Q4 2024

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Balanced Wealth Group LLC holds 60,572 shares of VNQ stock, worth $5.55 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

60,572

Previous 112,033 45.93%

Holding current value

$5.55 Million

Previous $10.8 Billion 50.25%

% of portfolio

2.41%

Previous 4.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$87.85 - $98.6 $4.52 Million - $5.07 Million	-51,461 Reduced 45.93%	60,572 $5.37 Billion
Q3 2024 Oct 28, 2024	SELL	$82.97 - $98.97 $13.4 Million - $16 Million	-161,493 Reduced 59.04%	112,033 $10.8 Billion
Q2 2024 Aug 13, 2024	BUY	$78.61 - $85.97 $1.11 Million - $1.22 Million	14,180 Added 5.47%	273,526 $12.1 Billion
Q1 2024 May 13, 2024	BUY	$82.58 - $89.12 $14.5 Million - $15.6 Million	175,055 Added 207.68%	259,346 $10.9 Billion
Q4 2023 Feb 06, 2024	BUY	$71.05 - $89.54 $5.99 Million - $7.55 Million	84,291 New	84,291 $7.45 Billion

Others Institutions Holding VNQ

# of Institutions

1,909

Shares Held

228M

Call Options Held

1.45M

Put Options Held

1.56M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Balanced Wealth Group LLC Vanguard Specialized Funds Van Transaction History