Balanced Wealth Group LLC Vanguard S&P 500 Value 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 Value ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 15,808 shares of VOOV stock, worth $2.99 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
15,808
Previous 15,854
0.29%
Holding current value
$2.99 Million
Previous $2.77 Billion
8.67%
% of portfolio
1.33%
Previous 1.26%
Shares
4 transactions
Others Institutions Holding VOOV
# of Institutions
351Shares Held
12.4MCall Options Held
4.3KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC1.86MShares$352 Million0.03% of portfolio
-
Morgan Stanley New York, NY989KShares$187 Million0.01% of portfolio
-
Ubs Group Ag548KShares$104 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$95.1 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY499KShares$94.4 Million0.01% of portfolio