Balanced Wealth Group LLC Vanguard S&P 500 Growth ETF Transaction History
Balanced Wealth Group LLC
- $273 Billion
- Q4 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 4,111 shares of VOOG stock, worth $1.79 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
4,111
Previous 4,125
0.34%
Holding current value
$1.79 Million
Previous $1.62 Billion
10.84%
% of portfolio
0.66%
Previous 0.71%
Shares
9 transactions
Others Institutions Holding VOOG
# of Institutions
716Shares Held
12.6MCall Options Held
47.5KPut Options Held
10.6K-
Jpmorgan Chase & CO New York, NY2.21MShares$966 Million0.06% of portfolio
-
Morgan Stanley New York, NY833KShares$364 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC658KShares$287 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$278 Million7.92% of portfolio
-
Ubs Group Ag630KShares$275 Million0.04% of portfolio