Balanced Wealth Group LLC Vanguard Specialized Funds Van Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 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 273,526 shares of VNQ stock, worth $26 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
273,526
Previous 259,346
5.47%
Holding current value
$26 Million
Previous $10.9 Billion
10.59%
% of portfolio
5.49%
Previous 4.87%
Shares
3 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