Balanced Wealth Group LLC Vanguard Dividend Appreciation Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
A detailed history of Balanced Wealth Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Balanced Wealth Group LLC holds 5,160 shares of VIG stock, worth $939,894. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,160
Previous 6,351
18.75%
Holding current value
$939,894
Previous $1.16 Billion
11.67%
% of portfolio
0.45%
Previous 0.53%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,250Shares Held
204MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio