Balanced Wealth Group LLC Vanguard Specialized Funds Van Transaction History

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 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 259,346 shares of VNQ stock, worth $21.7 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares
259,346
Previous 84,291 207.68%
Holding current value
$21.7 Million
Previous $7.45 Billion 46.64%
% of portfolio
4.87%
Previous 3.87%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,752
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
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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