Balanced Wealth Group LLC Vanguard Small Cap ETF Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 2024
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 20,408 shares of VB stock, worth $4.82 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
20,408
Previous 20,791
1.84%
Holding current value
$4.82 Million
Previous $4.65 Billion
4.96%
% of portfolio
2.01%
Previous 2.07%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,028Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.6 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.66 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio