Balanced Wealth Group LLC Vanguard S&P 500 Growth ETF Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
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 4,724 shares of VOOG stock, worth $1.67 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
4,724
Previous 4,718
0.13%
Holding current value
$1.67 Million
Previous $1.59 Billion
2.88%
% of portfolio
0.72%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding VOOG
# of Institutions
507Shares Held
11.5MCall Options Held
18.8KPut Options Held
13K-
Jpmorgan Chase & CO New York, NY2.57MShares$908 Million0.08% of portfolio
-
Morgan Stanley New York, NY699KShares$247 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$225 Million7.92% of portfolio
-
Bank Of America Corp Charlotte, NC609KShares$215 Million0.02% of portfolio
-
Ubs Group Ag540KShares$191 Million0.05% of portfolio