Balanced Wealth Group LLC Vanguard Mid Cap ETF Transaction History

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 1,414 shares of VO stock, worth $347,462. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,414
Previous 1,577 10.34%
Holding current value
$347,462
Previous $435 Million 15.91%
% of portfolio
0.18%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$251.87 - $277.95 $41,054 - $45,305
-163 Reduced 10.34%
1,414 $366 Million
Q4 2024

Feb 10, 2025
SELL
$261.5 - $284.63 $57,791 - $62,903
-221 Reduced 12.29%
1,577 $435 Million
Q3 2024

Oct 28, 2024
SELL
$237.84 - $263.83 $135,806 - $150,646
-571 Reduced 24.1%
1,798 $474 Million
Q2 2024

Aug 13, 2024
SELL
$234.99 - $248.98 $174,832 - $185,241
-744 Reduced 23.9%
2,369 $569 Million
Q1 2024

May 13, 2024
SELL
$225.86 - $249.86 $621,566 - $687,614
-2,752 Reduced 46.92%
3,113 $764 Million
Q4 2023

Feb 06, 2024
BUY
$195.66 - $233.95 $1.15 Million - $1.37 Million
5,865 New
5,865 $1.36 Billion

Others Institutions Holding VO

# of Institutions
2,320
Shares Held
189M
Call Options Held
55.1K
Put Options Held
18K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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