BALANCED WEALTH GROUP LLC's ownership history for VTI

BALANCED WEALTH GROUP LLC currently holds 4.3K shares with a market value of $1.4M. It started holding VTI on 2024-09-30. At its peak, it held 4.5K shares on 2024-09-30. Its highest holding value was $1.4M on 2025-12-31. At its lowest, it held 4.2K shares on 2025-06-30, with a value of $1.2M on 2025-03-31. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 37. In the recent year, BALANCED WEALTH GROUP LLC has decreased its shares by 58.