Balanced Wealth Group LLC Vanguard S&P 500 Value ETF Transaction History
Balanced Wealth Group LLC
- $207 Billion
- Q1 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 20,236 shares of VOOV stock, worth $3.56 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
20,236
Previous 15,828
27.85%
Holding current value
$3.56 Million
Previous $3 Billion
24.06%
% of portfolio
1.8%
Previous 1.35%
Shares
6 transactions
Others Institutions Holding VOOV
# of Institutions
407Shares Held
13.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.89MShares$333 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.06MShares$186 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC578KShares$102 Million0.04% of portfolio
-
Ubs Group Ag536KShares$94.3 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY480KShares$84.5 Million0.01% of portfolio