Balanced Wealth Group LLC Vanguard S&P 500 Growth ETF Transaction History
Balanced Wealth Group LLC
- $223 Billion
- Q4 2024
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 4,230 shares of VOOG stock, worth $1.58 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
4,230
Previous 4,724
10.46%
Holding current value
$1.58 Million
Previous $1.63 Billion
2.59%
% of portfolio
0.71%
Previous 0.72%
Shares
5 transactions
Others Institutions Holding VOOG
# of Institutions
601Shares Held
43.7MCall Options Held
17.1KPut Options Held
10K-
Wealthfront Advisers LLC32.1MShares$12 Billion9.77% of portfolio
-
Jpmorgan Chase & CO New York, NY2.43MShares$908 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC743KShares$277 Million0.02% of portfolio
-
Morgan Stanley New York, NY705KShares$263 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$237 Million7.92% of portfolio