Balanced Wealth Group LLC Vanguard Mid Cap ETF Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

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 1,798 shares of VO stock, worth $495,546. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,798
Previous 2,369 24.1%
Holding current value
$495,546
Previous $569 Million 16.64%
% of portfolio
0.21%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$237.84 - $263.83 $135,806 - $150,646
-571 Reduced 24.1%
1,798 $474 Million
Q2 2024

Aug 13, 2024
SELL
$234.99 - $248.98 $174,832 - $185,241
-744 Reduced 23.9%
2,369 $569 Million
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

# of Institutions
2,149
Shares Held
174M
Call Options Held
52.1K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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