BALANCED WEALTH GROUP LLC's ownership history for VIG

BALANCED WEALTH GROUP LLC currently holds 3.8K shares with a market value of $787.4K. It started holding VIG on 2024-09-30. At its peak, it held 5.2K shares on 2024-12-31. Its highest holding value was $1.0M on 2024-12-31. At its lowest, it held 3.8K shares on 2025-03-31, with a value of $739.7K on 2025-03-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 8. In the recent year, BALANCED WEALTH GROUP LLC has decreased its shares by 1.3K.