Balboa Wealth Partners Vanguard Total Stock Market Et Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Balboa Wealth Partners holds 19,845 shares of VTI stock, worth $5.41 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
19,845
Previous 12,830 54.68%
Holding current value
$5.41 Million
Previous $3.72 Million 46.69%
% of portfolio
1.37%
Previous 0.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$271.18 - $303.12 $1.9 Million - $2.13 Million
7,015 Added 54.68%
19,845 $5.45 Million
Q4 2024

Feb 10, 2025
BUY
$280.04 - $302.45 $3.21 Million - $3.46 Million
11,450 Added 829.71%
12,830 $3.72 Million
Q3 2024

Nov 06, 2024
BUY
$255.18 - $283.2 $64,050 - $71,083
251 Added 22.23%
1,380 $390,000
Q2 2024

Aug 13, 2024
BUY
$245.23 - $269.4 $276,864 - $304,152
1,129 New
1,129 $302,000

Others Institutions Holding VTI

# of Institutions
3,444
Shares Held
517M
Call Options Held
1.15M
Put Options Held
724K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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