BALANCED WEALTH GROUP LLC
Position in IVOG — VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND
CIK 2009783
WESTLAKE, OH
All Filings in IVOG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,674,087 | 66,125 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $490,617 | 3,924 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $274,416 | 2,283 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $272,772 | 2,283 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $258,047 | 2,283 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $235,537 | 2,283 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||