Balboa Wealth Partners Vanguard Index Fds S&P 500 ETF Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 2,264 shares of VOO stock, worth $1.15 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,264
Previous 2,601
12.96%
Holding current value
$1.15 Million
Previous $1.14 Million
4.23%
% of portfolio
0.35%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding VOO
# of Institutions
2,888Shares Held
360MCall Options Held
2.32MPut Options Held
2.09M-
Vanguard Group Inc Valley Forge, PA25.4MShares$12.9 Billion0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL23MShares$11.7 Billion7.59% of portfolio
-
Bank Of America Corp Charlotte, NC22.6MShares$11.5 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21.2MShares$10.8 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.5MShares$9.95 Billion0.76% of portfolio