Balanced Rock Investment Advisor Vanguard Specialized Funds Van Transaction History

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025

A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 5,368 shares of VNQ stock, worth $479,469. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,368
Previous 5,267 1.92%
Holding current value
$479,469
Previous $469 Million 3.59%
% of portfolio
0.39%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$85.55 - $94.34 $8,640 - $9,528
101 Added 1.92%
5,368 $486 Million
Q4 2024

Feb 13, 2025
SELL
$87.85 - $98.6 $659,489 - $740,190
-7,507 Reduced 58.77%
5,267 $469 Million
Q3 2024

Nov 13, 2024
SELL
$82.97 - $98.97 $34,349 - $40,973
-414 Reduced 3.14%
12,774 $1.24 Billion
Q2 2024

Jul 31, 2024
SELL
$78.61 - $85.97 $33,880 - $37,053
-431 Reduced 3.16%
13,188 $1.1 Billion
Q1 2024

May 13, 2024
SELL
$82.58 - $89.12 $613,156 - $661,716
-7,425 Reduced 35.28%
13,619 $1.18 Billion
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $1.5 Million - $1.88 Million
21,044 New
21,044 $1.86 Billion

Others Institutions Holding VNQ

# of Institutions
1,936
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
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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