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 $3.56 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

20,236

Previous 15,828 27.85%

Holding current value

$3.56 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

407

Shares Held

13.3M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
Industry ETFs

More about VOOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

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