Balanced Wealth Group LLC Vanguard S&P Small Cap 600 Gro Transaction History
Balanced Wealth Group LLC
- $230 Billion
- Q2 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,498 shares of VIOG stock, worth $304,481. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,498
Previous 2,493
0.2%
Holding current value
$304,481
Previous $266 Million
7.81%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VIOG
# of Institutions
172Shares Held
2.97MCall Options Held
5.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN362KShares$44.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY241KShares$29.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC207KShares$25.2 Million0.01% of portfolio
-
Strategic Advocates LLC Logan, UT143KShares$17.5 Million4.87% of portfolio
-
Mariner, LLC Overland Park, KS138KShares$16.8 Million0.02% of portfolio