Balanced Wealth Group LLC Vanguard Total Stock Market Et Transaction History

Balanced Wealth Group LLC

  • $273 Billion
  • Q4 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 4,256 shares of VTI stock, worth $1.4 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
4,256
Previous 4,353 2.23%
Holding current value
$1.4 Million
Previous $1.32 Billion 5.94%
% of portfolio
0.51%
Previous 0.58%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$321.8 - $337.95 $31,214 - $32,781
-97 Reduced 2.23%
4,256 $1.4 Billion
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
3,656
Shares Held
537M
Call Options Held
1.6M
Put Options Held
676K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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