Balanced Wealth Group LLC Vanguard S&P 500 Growth ETF Transaction History
Balanced Wealth Group LLC
- $207 Billion
- Q1 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 4,164 shares of VOOG stock, worth $1.55 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
4,164
Previous 4,230
1.56%
Holding current value
$1.55 Million
Previous $1.59 Billion
12.35%
% of portfolio
0.67%
Previous 0.71%
Shares
6 transactions
Others Institutions Holding VOOG
# of Institutions
619Shares Held
11.7MCall Options Held
18.6KPut Options Held
11.3K-
Jpmorgan Chase & CO New York, NY2.35MShares$876 Million0.06% of portfolio
-
Morgan Stanley New York, NY751KShares$280 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$237 Million7.92% of portfolio
-
Bank Of America Corp Charlotte, NC571KShares$213 Million0.02% of portfolio
-
Ubs Group Ag550KShares$205 Million0.03% of portfolio