Balboa Wealth Partners Vanguard Small Cap ETF Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 1,338 shares of VB stock, worth $316,610. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,338
Previous 1,328
0.75%
Holding current value
$316,610
Previous $303,000
3.96%
% of portfolio
0.08%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio