Balanced Rock Investment Advisor Vanguard World Fd Esg Intl Stk Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 56,423 shares of VSGX stock, worth $3.28 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
56,423
Previous 57,721
2.25%
Holding current value
$3.28 Million
Previous $3.31 Billion
4.99%
% of portfolio
2.72%
Previous 2.78%
Shares
4 transactions
Others Institutions Holding VSGX
# of Institutions
363Shares Held
17.7MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA2.89MShares$168 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.23MShares$71.6 Million0.08% of portfolio
-
Leo Wealth, LLC Hurst, TX774KShares$45 Million4.35% of portfolio
-
Leo Brokerage, LLC736KShares$42.7 Million4.46% of portfolio
-
Royal Bank Of Canada Toronto, A6468KShares$27.2 Million0.01% of portfolio