Balanced Wealth Group LLC Vanguard Total Stock Market Et Transaction History

Balanced Wealth Group LLC

$228 Billion
Q3 2025

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Balanced Wealth Group LLC holds 4,353 shares of VTI stock, worth $1.44 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

4,353

Previous 4,219 3.18%

Holding current value

$1.44 Million

Previous $1.31 Billion 0.86%

% of portfolio

0.58%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$303.93 - $329.86 $40,726 - $44,201	134 Added 3.18%	4,353 $1.32 Billion
Q2 2025 Aug 13, 2025	SELL	$243.75 - $303.93 $28,275 - $35,255	-116 Reduced 2.68%	4,219 $1.31 Billion
Q1 2025 Apr 15, 2025	BUY	$271.18 - $303.12 $5,694 - $6,365	21 Added 0.49%	4,335 $1.19 Billion
Q4 2024 Feb 10, 2025	SELL	$280.04 - $302.45 $55,167 - $59,582	-197 Reduced 4.37%	4,314 $1.29 Billion
Q3 2024 Oct 28, 2024	SELL	$255.18 - $283.2 $172,756 - $191,726	-677 Reduced 13.05%	4,511 $1.28 Billion
Q2 2024 Aug 13, 2024	SELL	$245.23 - $269.4 $691,058 - $759,169	-2,818 Reduced 35.2%	5,188 $1.39 Billion
Q1 2024 May 13, 2024	SELL	$232.77 - $260.14 $2.34 Million - $2.61 Million	-10,036 Reduced 55.63%	8,006 $2.06 Billion
Q4 2023 Feb 06, 2024	BUY	$203.12 - $238.25 $3.66 Million - $4.3 Million	18,042 New	18,042 $4.28 Billion

Others Institutions Holding VTI

# of Institutions

3,630

Shares Held

537M

Call Options Held

1.6M

Put Options Held

733K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Balanced Wealth Group LLC Vanguard Total Stock Market Et Transaction History