Balanced Wealth Group LLC Vanguard Small Cap ETF Transaction History
Balanced Wealth Group LLC
- $207 Billion
- Q1 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 20,451 shares of VB stock, worth $4.53 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
20,451
Previous 20,376
0.37%
Holding current value
$4.53 Million
Previous $5.09 Billion
10.84%
% of portfolio
2.19%
Previous 2.28%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,344Shares Held
162MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.67 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.63 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.26 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.17 Billion0.42% of portfolio