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 15,556 shares of VOOV stock, worth $2.73 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
15,556
Previous 15,370 1.21%
Holding current value
$2.73 Million
Previous $2.58 Billion 7.1%
% of portfolio
1.23%
Previous 1.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD S&P 500 VALUE ETF


  • Ticker VOOV
  • Sector ETFs
  • Industry ETFs
More about VOOV
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

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.