Balanced Rock Investment Advisor Vanguard World Fd Esg Intl Stk Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
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 47,413 shares of VSGX stock, worth $3.31 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
47,413
Previous 49,300
3.83%
Holding current value
$3.31 Million
Previous $2.91 Billion
6.8%
% of portfolio
2.44%
Previous 2.32%
Shares
7 transactions
Others Institutions Holding VSGX
# of Institutions
418Shares Held
21.2MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.62MShares$253 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.51MShares$105 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.32MShares$91.9 Million0.07% of portfolio
-
Leo Wealth, LLC Hurst, TX816KShares$56.9 Million4.16% of portfolio
-
Leo Brokerage, LLC736KShares$51.3 Million4.46% of portfolio