Rockwood Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Rockwood Wealth Management, LLC
- $909 Billion
- Q3 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 292,688 shares of VNQ stock, worth $27.3 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
292,688
Previous 275,340
6.3%
Holding current value
$27.3 Million
Previous $23.1 Billion
23.64%
% of portfolio
3.14%
Previous 2.81%
Shares
12 transactions
Others Institutions Holding VNQ
# of Institutions
1,762Shares Held
240MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS16.2MShares$1.5 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.11 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.05 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$999 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$905 Million0.07% of portfolio