Balanced Wealth Group LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Balanced Wealth Group LLC
- $230 Billion
- Q2 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,283 shares of IVOG stock, worth $274,279. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,283
Previous 2,283
-0.0%
Holding current value
$274,279
Previous $236 Million
12.04%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IVOG
# of Institutions
162Shares Held
3.55MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS692KShares$83.1 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL195KShares$23.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$22.7 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC180KShares$21.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY170KShares$20.4 Million0.0% of portfolio