Balanced Rock Investment Advisor Vanguard World Fd Esg Intl Stk Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 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 49,300 shares of VSGX stock, worth $3.25 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
49,300
Previous 52,600
6.27%
Holding current value
$3.25 Million
Previous $2.98 Billion
2.5%
% of portfolio
2.32%
Previous 2.36%
Shares
6 transactions
Others Institutions Holding VSGX
# of Institutions
400Shares Held
20.1MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.55MShares$234 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.31MShares$86.5 Million0.07% of portfolio
-
Leo Wealth, LLC Hurst, TX816KShares$53.8 Million4.16% of portfolio
-
Leo Brokerage, LLC736KShares$48.5 Million4.46% of portfolio
-
Royal Bank Of Canada Toronto, A6529KShares$34.9 Million0.01% of portfolio