Balanced Wealth Group LLC Vanguard Total Stock Market Et Transaction History

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 2024

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 8,006 shares of VTI stock, worth $2.17 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
8,006
Previous 18,042 55.63%
Holding current value
$2.17 Million
Previous $4.28 Billion 51.78%
% of portfolio
0.92%
Previous 2.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,848
Shares Held
456M
Call Options Held
824K
Put Options Held
449K
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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