Balanced Wealth Group LLC Vanguard Total Stock Market Et Transaction History

Balanced Wealth Group LLC

$207 Billion
Q1 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 4,335 shares of VTI stock, worth $1.26 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

4,335

Previous 4,314 0.49%

Holding current value

$1.26 Million

Previous $1.29 Billion 7.51%

% of portfolio

0.58%

Previous 0.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,452

Shares Held

518M

Call Options Held

1.15M

Put Options Held

904K

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