Rockwood Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 275,340 shares of VNQ stock, worth $26.2 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
275,340
Previous 251,459
9.5%
Holding current value
$26.2 Million
Previous $21.7 Billion
6.05%
% of portfolio
2.81%
Previous 2.81%
Shares
11 transactions
Others Institutions Holding VNQ
# of Institutions
1,729Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$923 Million0.07% of portfolio