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 4,718 shares of VOOG stock, worth $1.63 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
4,718
Previous 4,537 3.99%
Holding current value
$1.63 Million
Previous $1.39 Billion 14.4%
% of portfolio
0.72%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$286.24 - $337.0 $51,809 - $60,997
181 Added 3.99%
4,718 $1.59 Billion
Q1 2024

May 13, 2024

SELL
$262.92 - $306.83 $44,433 - $51,854
-169 Reduced 3.59%
4,537 $1.39 Billion
Q4 2023

Feb 06, 2024

BUY
$237.26 - $272.04 $1.12 Million - $1.28 Million
4,706 New
4,706 $1.27 Billion

Others Institutions Holding VOOG

About VANGUARD S&P 500 GROWTH ETF


  • Ticker VOOG
  • Sector ETFs
  • Industry ETFs
More about VOOG
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.