Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Balanced Wealth Group LLC

$228 Billion
Q3 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 2,995 shares of VYM stock, worth $422,324. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,995

Previous 2,995 -0.0%

Holding current value

$422,324

Previous $402 Million 0.32%

% of portfolio

0.18%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$114.78 - $133.31 $459 - $533	4 Added 0.13%	2,995 $402 Million
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

2,097

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Account

Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History