Balanced Wealth Group LLC Vanguard Small Cap ETF Transaction History

Balanced Wealth Group LLC

$228 Billion
Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 20,274 shares of VB stock, worth $5.06 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

20,274

Previous 20,285 0.05%

Holding current value

$5.06 Million

Previous $4.9 Billion 0.93%

% of portfolio

2.13%

Previous 2.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$237.58 - $259.17 $2,613 - $2,850	-11 Reduced 0.05%	20,274 $4.85 Billion
Q2 2025 Aug 13, 2025	SELL	$193.73 - $237.37 $32,159 - $39,403	-166 Reduced 0.81%	20,285 $4.9 Billion
Q1 2025 Apr 15, 2025	BUY	$217.89 - $252.64 $16,341 - $18,948	75 Added 0.37%	20,451 $4.54 Billion
Q4 2024 Feb 10, 2025	BUY	$233.76 - $261.58 $11,688 - $13,079	50 Added 0.25%	20,376 $5.09 Billion
Q3 2024 Oct 28, 2024	SELL	$214.77 - $237.72 $17,611 - $19,493	-82 Reduced 0.4%	20,326 $4.82 Billion
Q2 2024 Aug 13, 2024	SELL	$210.76 - $226.94 $80,721 - $86,918	-383 Reduced 1.84%	20,408 $4.41 Billion
Q1 2024 May 13, 2024	BUY	$204.0 - $228.59 $367,200 - $411,462	1,800 Added 9.48%	20,791 $4.65 Billion
Q4 2023 Feb 06, 2024	BUY	$175.26 - $215.9 $3.33 Million - $4.1 Million	18,991 New	18,991 $4.05 Billion

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

25.4K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Balanced Wealth Group LLC Vanguard Small Cap ETF Transaction History