Rockwood Wealth Management, LLC Vanguard Specialized Funds Van Transaction History
Rockwood Wealth Management, LLC
- $1.14 Trillion
- Q2 2025
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 195,424 shares of VNQ stock, worth $17.4 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
195,424
Previous 268,327
27.17%
Holding current value
$17.4 Million
Previous $24.3 Billion
28.36%
% of portfolio
1.53%
Previous 2.48%
Shares
15 transactions
Others Institutions Holding VNQ
# of Institutions
1,918Shares Held
248MCall Options Held
1.05MPut Options Held
1.22M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$956 Million0.08% of portfolio