Balanced Wealth Group LLC Vanguard Index Fds S&P 500 ETF Transaction History

Balanced Wealth Group LLC

  • $228 Billion
  • Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 785 shares of VOO stock, worth $484,996. This represents 0.2% of its overall portfolio holdings.

Number of Shares
785
Previous 787 0.25%
Holding current value
$484,996
Previous $457 Million 2.56%
% of portfolio
0.2%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$567.77 - $614.76 $1,135 - $1,229
-2 Reduced 0.25%
785 $446 Million
Q2 2025

Aug 13, 2025
BUY
$456.74 - $568.03 $359,454 - $447,039
787 New
787 $457 Million

Others Institutions Holding VOO

# of Institutions
3,870
Shares Held
545M
Call Options Held
2.75M
Put Options Held
3.12M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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