Rockbridge Investment Management, Lcc Vanguard Specialized Funds Van Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 37,745 shares of VNQ stock, worth $3.59 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
37,745
Previous 47,891
21.19%
Holding current value
$3.59 Million
Previous $4.14 Billion
23.66%
% of portfolio
0.45%
Previous 0.61%
Shares
17 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio