Balanced Wealth Group LLC Vanguard Small Cap ETF Transaction History

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 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 20,451 shares of VB stock, worth $4.67 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
20,451
Previous 20,376 0.37%
Holding current value
$4.67 Million
Previous $5.09 Billion 10.84%
% of portfolio
2.19%
Previous 2.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,368
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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