BALANCED WEALTH GROUP LLC's ownership history for VNQ

BALANCED WEALTH GROUP LLC currently holds 56.1K shares with a market value of $5.1M. It started holding VNQ on 2024-09-30. At its peak, it held 112.0K shares on 2024-09-30. Its highest holding value was $10.8M on 2024-09-30. At its lowest, it held 54.7K shares on 2025-06-30, with a value of $4.9M on 2025-06-30. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 1.4K. In the recent year, BALANCED WEALTH GROUP LLC has decreased its shares by 4.5K.