Balanced Wealth Group LLC Vanguard S&P 500 Value 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 Value ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 20,236 shares of VOOV stock, worth $3.7 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

20,236

Previous 15,828 27.85%

Holding current value

$3.7 Million

Previous $3 Billion 24.06%

% of portfolio

1.8%

Previous 1.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$179.71 - $192.06 $792,161 - $846,600	4,408 Added 27.85%	20,236 $3.73 Billion
Q4 2024 Feb 10, 2025	BUY	$184.21 - $199.29 $3,684 - $3,985	20 Added 0.13%	15,828 $3 Billion
Q3 2024 Oct 28, 2024	SELL	$175.0 - $190.72 $8,050 - $8,773	-46 Reduced 0.29%	15,808 $3.01 Billion
Q2 2024 Aug 13, 2024	BUY	$170.84 - $180.49 $50,910 - $53,786	298 Added 1.92%	15,854 $2.77 Billion
Q1 2024 May 13, 2024	BUY	$165.39 - $180.47 $30,762 - $33,567	186 Added 1.21%	15,556 $2.76 Billion
Q4 2023 Feb 06, 2024	BUY	$142.76 - $168.38 $2.19 Million - $2.59 Million	15,370 New	15,370 $2.58 Billion

Others Institutions Holding VOOV

# of Institutions

423

Shares Held

13.4M

Call Options Held

1.7K

Put Options Held

776

View Full List

About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
Industry ETFs

More about VOOV

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