Rockbridge Investment Management, Lcc Vanguard Specialized Funds Van Transaction History
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 47,891 shares of VNQ stock, worth $4 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
47,891
Previous 48,250
0.74%
Holding current value
$4 Million
Previous $4.26 Billion
2.86%
% of portfolio
0.61%
Previous 0.65%
Shares
16 transactions
Others Institutions Holding VNQ
# of Institutions
1,752Shares Held
246MCall Options Held
2.87MPut Options Held
2.64M-
Creative Planning Overland Park, KS17.8MShares$1.49 Billion1.71% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$945 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$895 Million3.47% of portfolio
-
Jpmorgan Chase & CO New York, NY10.4MShares$872 Million0.08% of portfolio