Balanced Wealth Group LLC Vanguard Mid Cap ETF Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 2024
A detailed history of Balanced Wealth Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,369 shares of VO stock, worth $624,871. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,369
Previous 3,113
23.9%
Holding current value
$624,871
Previous $764 Million
25.49%
% of portfolio
0.26%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio