Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Balanced Wealth Group LLC

$273 Billion
Q4 2025

A detailed history of Balanced Wealth Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Balanced Wealth Group LLC holds 2,999 shares of VYM stock, worth $422,888. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,999

Previous 2,995 0.13%

Holding current value

$422,888

Previous $403 Million 4.97%

% of portfolio

0.15%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$137.47 - $143.13 $549 - $572	4 Added 0.13%	2,999 $423 Million
Q2 2025 Aug 13, 2025	BUY	$114.78 - $133.31 $459 - $533	4 Added 0.13%	2,995 $402 Million
Q1 2025 Apr 15, 2025	BUY	$126.11 - $135.06 $504 - $540	4 Added 0.13%	2,991 $386 Million
Q4 2024 Feb 10, 2025	BUY	$126.68 - $134.74 $506 - $538	4 Added 0.13%	2,987 $395 Million
Q3 2024 Oct 28, 2024	SELL	$117.9 - $128.2 $88,542 - $96,278	-751 Reduced 20.11%	2,983 $382 Million

Q2 2024 Aug 13, 2024	SELL	$114.71 - $121.51 $31,315 - $33,172	-273 Reduced 6.81%	3,734 $442 Million
Q1 2024 May 13, 2024	SELL	$109.98 - $120.99 $48,281 - $53,114	-439 Reduced 9.87%	4,007 $479 Million
Q4 2023 Feb 06, 2024	BUY	$98.71 - $111.84 $438,864 - $497,240	4,446 New	4,446 $496 Million

Others Institutions Holding VYM

# of Institutions

2,103

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Balanced Wealth Group LLC Vanguard Whitehall Fds (Vangua Transaction History