Balanced Wealth Group LLC Vanguard S&P 500 Value ETF Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 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 15,556 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
Others Institutions Holding VOOV
# of Institutions
342Shares Held
16.6MCall Options Held
5.1KPut Options Held
300-
Heritage Wealth Advisors4.68MShares$821 Million31.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$313 Million0.03% of portfolio
-
Morgan Stanley New York, NY982KShares$172 Million0.01% of portfolio
-
Ubs Group Ag570KShares$100 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY509KShares$89.3 Million0.01% of portfolio