Balanced Rock Investment Advisor Vanguard Global Ex U.S. Real Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 27,455 shares of VNQI stock, worth $1.08 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
27,455
Previous 29,617
7.3%
Holding current value
$1.08 Million
Previous $1.2 Billion
7.19%
% of portfolio
1.01%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding VNQI
# of Institutions
384Shares Held
57MCall Options Held
15.8KPut Options Held
18.4K-
Empower Advisory Group, LLC Greenwood Village, CO15.4MShares$603 Million2.45% of portfolio
-
Personal Capital Advisors Corp11.9MShares$468 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.07MShares$238 Million0.06% of portfolio
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Envestnet Asset Management Inc1.41MShares$55.4 Million0.02% of portfolio
-
United Capital Financial Advisers, LLC Newport Beach, CA1.38MShares$54.3 Million0.33% of portfolio