Balanced Wealth Group LLC Vanguard S&P Small Cap 600 Gro Transaction History
Balanced Wealth Group LLC
- $228 Billion
- Q3 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,493 shares of VIOG stock, worth $294,198. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,493
Previous 2,498
0.2%
Holding current value
$294,198
Previous $287 Million
0.05%
% of portfolio
0.13%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VIOG
# of Institutions
187Shares Held
3.05MCall Options Held
2.3KPut Options Held
100-
Ameriprise Financial Inc Minneapolis, MN354KShares$41.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY251KShares$29.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC222KShares$26.1 Million0.01% of portfolio
-
Strategic Advocates LLC Logan, UT149KShares$17.6 Million4.74% of portfolio
-
Mariner, LLC Overland Park, KS138KShares$16.2 Million0.02% of portfolio