Balanced Wealth Group LLC Vanguard Information Technolog Transaction History
Balanced Wealth Group LLC
- $230 Billion
- Q2 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Balanced Wealth Group LLC holds 560 shares of VGT stock, worth $428,243. This represents 0.17% of its overall portfolio holdings.
Number of Shares
560
Previous 560
-0.0%
Holding current value
$428,243
Previous $304 Million
27.43%
% of portfolio
0.17%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding VGT
# of Institutions
1,980Shares Held
55.7MCall Options Held
877KPut Options Held
443K-
Bank Of America Corp Charlotte, NC15.4MShares$11.8 Billion0.77% of portfolio
-
Jpmorgan Chase & CO New York, NY6.13MShares$4.68 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.05MShares$1.57 Billion0.09% of portfolio
-
Ubs Group Ag1.8MShares$1.37 Billion0.21% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.54MShares$1.18 Billion5.08% of portfolio