Balanced Wealth Group LLC Vanguard Mid Cap ETF Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 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 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
Others Institutions Holding VO
# of Institutions
1,961Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio