Ownership history in BALANCED WEALTH GROUP LLC · 9 quarters on record
This page tracks every 13F SEC filing in which BALANCED WEALTH GROUP LLC reported a position in VANGUARD INDEX FDS (VB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 20,336 | +62 | +0.3% | 1.90% | $5.2M | $257.95 |
| 2025 Q3 | REDUCED | 20,274 | -11 | -0.1% | 2.13% | $4.9M | $253.38 |
| 2025 Q2 | REDUCED | 20,285 | -166 | -0.8% | 2.13% | $4.9M | $235.40 |
| 2025 Q1 | ADDED | 20,451 | +75 | +0.4% | 2.19% | $4.5M | $219.54 |
| 2024 Q4 | ADDED | 20,376 | +50 | +0.2% | 2.28% | $5.1M | $236.92 |
| 2024 Q3 | REDUCED | 20,326 | -82 | -0.4% | 2.13% | $4.8M | $233.03 |
| 2024 Q2 | REDUCED | 20,408 | -383 | -1.8% | 2.01% | $4.4M | $213.56 |
| 2024 Q1 | ADDED | 20,791 | +1,800 | +9.5% | 2.07% | $4.6M | $223.02 |
| 2023 Q4 | INITIATED | 18,991 | — | — | 2.11% | $4.1M | — |
As of 2025 Q4 — sorted by position size