Balance Wealth, LLC Vanguard Information Technolog Transaction History
Balance Wealth, LLC
- $312 Billion
- Q4 2025
A detailed history of Balance Wealth, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Balance Wealth, LLC holds 938 shares of VGT stock, worth $709,371. This represents 0.23% of its overall portfolio holdings.
Number of Shares
938
Previous 472
98.73%
Holding current value
$709,371
Previous $353 Million
100.59%
% of portfolio
0.23%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VGT
# of Institutions
2,106Shares Held
55.3MCall Options Held
410KPut Options Held
310K-
Bank Of America Corp Charlotte, NC15.1MShares$11.4 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY6.17MShares$4.66 Billion0.3% of portfolio
-
Jefferies Financial Group Inc. New York, NY2.25MShares$1.7 Billion8.35% of portfolio
-
Morgan Stanley New York, NY2.13MShares$1.61 Billion0.1% of portfolio
-
Ubs Group Ag1.72MShares$1.3 Billion0.21% of portfolio