Balanced Wealth Group LLC Vanguard S&P 500 Growth ETF Transaction History
Balanced Wealth Group LLC
- $230 Billion
- Q2 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 4,106 shares of VOOG stock, worth $1.8 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
4,106
Previous 4,164
1.39%
Holding current value
$1.8 Million
Previous $1.39 Billion
21.13%
% of portfolio
0.73%
Previous 0.67%
Shares
7 transactions
Others Institutions Holding VOOG
# of Institutions
665Shares Held
18.3MCall Options Held
29.3KPut Options Held
7.3K-
Jpmorgan Chase & CO New York, NY2.35MShares$1.03 Billion0.06% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX2.24MShares$986 Million0.1% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.96MShares$862 Million3.86% of portfolio
-
Pfg Advisors1.75MShares$769 Million23.12% of portfolio
-
Morgan Stanley New York, NY766KShares$337 Million0.02% of portfolio