Balanced Rock Investment Advisor Vanguard World Fd Esg Intl Stk Transaction History
Balanced Rock Investment Advisor
- $137 Billion
- Q3 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 46,576 shares of VSGX stock, worth $3.28 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
46,576
Previous 47,413
1.77%
Holding current value
$3.28 Million
Previous $3.11 Billion
4.04%
% of portfolio
2.36%
Previous 2.44%
Shares
8 transactions
Others Institutions Holding VSGX
# of Institutions
436Shares Held
22.4MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.82MShares$269 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.62MShares$114 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.29MShares$91.1 Million0.07% of portfolio
-
Leo Brokerage, LLC736KShares$51.8 Million4.46% of portfolio
-
Leo Wealth, LLC Hurst, TX618KShares$43.5 Million5.56% of portfolio