Who owns Vanguard Balanced Index Ptf Admiral?
- Ticker: VBIAX
- CUSIP Number: 921931200
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Analyze quarterly positions in Vanguard Balanced Index Ptf Admiral with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Vanguard Balanced Index Ptf Admiral this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Ethos Financial Group | 25k | $622k | -60% | Mar 2024 |
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Williams Jones Wealth Management | 8.4k | $394k | 3% | Mar 2024 |
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Main Street Group | 1.4k | $60k | 100% | Dec 2023 |
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Dividend Growth Advisors | 171.00 | $8.0k | 2% | Dec 2023 |
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Who sold out of Vanguard Balanced Index Ptf Admiral?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
ORG Partners | Dec 2023 | 674.00 | $30k |
Livelsberger Financial Advisory | Dec 2023 | 198.00 | $8.8k |