A detailed history of Balanced Wealth Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,113 shares of VO stock, worth $752,318. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,113
Previous 5,865 46.92%
Holding current value
$752,318
Previous $1.36 Billion 44.01%
% of portfolio
0.34%
Previous 0.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$225.86 - $249.86 $621,566 - $687,614
-2,752 Reduced 46.92%
3,113 $764 Million
Q4 2023

Feb 06, 2024

BUY
$195.66 - $233.95 $1.15 Million - $1.37 Million
5,865 New
5,865 $1.36 Billion

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.