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

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024

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 15,828 shares of VOOV stock, worth $3.02 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
15,828
Previous 15,808 0.13%
Holding current value
$3.02 Million
Previous $3.01 Billion 0.35%
% of portfolio
1.35%
Previous 1.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P 500 VALUE ETF

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