Balanced Wealth Group LLC Vanguard Specialized Funds Van Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 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 112,033 shares of VNQ stock, worth $10.7 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
112,033
Previous 273,526 59.04%
Holding current value
$10.7 Million
Previous $12.1 Billion 10.69%
% of portfolio
4.77%
Previous 5.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,754
Shares Held
240M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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