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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$82.97 - $98.97 $1.44 Million - $1.72 Million
17,348 Added 6.3%
292,688 $28.5 Billion
Q2 2024

Jul 26, 2024

BUY
$78.61 - $85.97 $1.88 Million - $2.05 Million
23,881 Added 9.5%
275,340 $23.1 Billion
Q1 2024

Apr 22, 2024

BUY
$82.58 - $89.12 $2.46 Million - $2.66 Million
29,811 Added 13.45%
251,459 $21.7 Billion
Q4 2023

Jan 17, 2024

BUY
$71.05 - $89.54 $759,595 - $957,272
10,691 Added 5.07%
221,648 $19.6 Billion
Q3 2023

Oct 10, 2023

BUY
$75.44 - $86.89 $2.75 Million - $3.17 Million
36,504 Added 20.92%
210,957 $16 Billion
Q2 2023

Jul 20, 2023

BUY
$78.4 - $83.98 $2 Million - $2.14 Million
25,517 Added 17.13%
174,453 $14.6 Billion
Q1 2023

Jul 20, 2023

BUY
$77.59 - $93.7 $1.69 Million - $2.04 Million
21,822 Added 17.17%
148,936 $12.4 Billion
Q4 2022

Jul 20, 2023

BUY
$76.14 - $88.09 $2.32 Million - $2.68 Million
30,468 Added 31.53%
127,114 $10.5 Billion
Q3 2022

Jul 20, 2023

BUY
$79.28 - $102.13 $2.58 Million - $3.32 Million
32,553 Added 50.79%
96,646 $7.75 Billion
Q2 2022

Jul 20, 2023

BUY
$87.04 - $112.5 $1.34 Million - $1.74 Million
15,438 Added 31.73%
64,093 $5.84 Billion
Q1 2022

Jul 20, 2023

BUY
$99.96 - $115.1 $1.8 Million - $2.07 Million
18,006 Added 58.75%
48,655 $5.27 Billion
Q4 2021

Jul 20, 2023

BUY
$102.53 - $116.01 $3.14 Million - $3.56 Million
30,649 New
30,649 $3.56 Billion

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.