Balanced Wealth Group LLC Vanguard Specialized Funds Van Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 2025

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 54,733 shares of VNQ stock, worth $4.91 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

54,733

Previous 59,993 8.77%

Holding current value

$4.91 Million

Previous $5.43 Billion 10.18%

% of portfolio

2.12%

Previous 2.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$79.79 - $91.42 $419,695 - $480,869	-5,260 Reduced 8.77%	54,733 $4.88 Billion
Q1 2025 Apr 15, 2025	SELL	$85.55 - $94.34 $49,533 - $54,622	-579 Reduced 0.96%	59,993 $5.43 Billion
Q4 2024 Feb 10, 2025	SELL	$87.85 - $98.6 $4.52 Million - $5.07 Million	-51,461 Reduced 45.93%	60,572 $5.37 Billion
Q3 2024 Oct 28, 2024	SELL	$82.97 - $98.97 $13.4 Million - $16 Million	-161,493 Reduced 59.04%	112,033 $10.8 Billion
Q2 2024 Aug 13, 2024	BUY	$78.61 - $85.97 $1.11 Million - $1.22 Million	14,180 Added 5.47%	273,526 $12.1 Billion
Q1 2024 May 13, 2024	BUY	$82.58 - $89.12 $14.5 Million - $15.6 Million	175,055 Added 207.68%	259,346 $10.9 Billion
Q4 2023 Feb 06, 2024	BUY	$71.05 - $89.54 $5.99 Million - $7.55 Million	84,291 New	84,291 $7.45 Billion

Others Institutions Holding VNQ

# of Institutions

1,911

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Balanced Wealth Group LLC Vanguard Specialized Funds Van Transaction History