Balanced Wealth Group LLC Vanguard S&P Mid Cap 400 Growt Transaction History
Balanced Wealth Group LLC
- $228 Billion
- Q3 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,283 shares of IVOG stock, worth $268,320. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,283
Previous 2,283
-0.0%
Holding current value
$268,320
Previous $264 Million
1.53%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IVOG
# of Institutions
174Shares Held
5.16MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC1.6MShares$188 Million1.62% of portfolio
-
Mariner, LLC Overland Park, KS631KShares$74.1 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL196KShares$23 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL189KShares$22.3 Million0.03% of portfolio
-
Morgan Stanley New York, NY178KShares$20.9 Million0.0% of portfolio