Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Balanced Wealth Group LLC

$207 Billion
Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,991 shares of VYM stock, worth $404,801. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,991

Previous 2,987 0.13%

Holding current value

$404,801

Previous $395 Million 2.44%

% of portfolio

0.19%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$126.11 - $135.06 $504 - $540	4 Added 0.13%	2,991 $386 Million
Q4 2024 Feb 10, 2025	BUY	$126.68 - $134.74 $506 - $538	4 Added 0.13%	2,987 $395 Million
Q3 2024 Oct 28, 2024	SELL	$117.9 - $128.2 $88,542 - $96,278	-751 Reduced 20.11%	2,983 $382 Million
Q2 2024 Aug 13, 2024	SELL	$114.71 - $121.51 $31,315 - $33,172	-273 Reduced 6.81%	3,734 $442 Million
Q1 2024 May 13, 2024	SELL	$109.98 - $120.99 $48,281 - $53,114	-439 Reduced 9.87%	4,007 $479 Million
Q4 2023 Feb 06, 2024	BUY	$98.71 - $111.84 $438,864 - $497,240	4,446 New	4,446 $496 Million

Others Institutions Holding VYM

# of Institutions

2,015

Shares Held

184M

Call Options Held

2.03M

Put Options Held

206K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History