Balanced Wealth Group LLC Vanguard Dividend Appreciation Transaction History
Balanced Wealth Group LLC
- $223 Billion
- Q4 2024
A detailed history of Balanced Wealth Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Balanced Wealth Group LLC holds 5,186 shares of VIG stock, worth $944,629. This represents 0.47% of its overall portfolio holdings.
Number of Shares
5,186
Previous 5,160
0.5%
Holding current value
$944,629
Previous $1.02 Billion
2.62%
% of portfolio
0.47%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio