Balanced Rock Investment Advisor Vanguard World Fd Esg Intl Stk Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 52,600 shares of VSGX stock, worth $3.12 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
52,600
Previous 56,423
6.78%
Holding current value
$3.12 Million
Previous $3.47 Billion
14.07%
% of portfolio
2.36%
Previous 2.72%
Shares
5 transactions
Others Institutions Holding VSGX
# of Institutions
375Shares Held
46.2MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC26.2MShares$1.55 Billion1.24% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.33MShares$198 Million0.0% of portfolio
-
Creative Planning Overland Park, KS1.27MShares$75.2 Million0.07% of portfolio
-
Dundas Partners LLP Edinburgh, X01.08MShares$64.2 Million4.33% of portfolio
-
Leo Wealth, LLC Hurst, TX749KShares$44.5 Million3.8% of portfolio