Balanced Wealth Group LLC Vanguard Mid Cap ETF Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 2025

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 907 shares of VO stock, worth $267,673. This represents 0.11% of its overall portfolio holdings.

Number of Shares

907

Previous 1,414 35.86%

Holding current value

$267,673

Previous $366 Million 29.01%

% of portfolio

0.11%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$228.54 - $279.83 $115,869 - $141,873	-507 Reduced 35.86%	907 $260 Million
Q1 2025 Apr 15, 2025	SELL	$251.87 - $277.95 $41,054 - $45,305	-163 Reduced 10.34%	1,414 $366 Million
Q4 2024 Feb 10, 2025	SELL	$261.5 - $284.63 $57,791 - $62,903	-221 Reduced 12.29%	1,577 $435 Million
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

2,430

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Balanced Wealth Group LLC Vanguard Mid Cap ETF Transaction History