Balboa Wealth Partners Vanguard Small Cap Value ETF Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 1,173 shares of VBR stock, worth $246,200. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,173Holding current value
$246,200% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,755Shares Held
91.1MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.2 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$915 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$811 Million0.05% of portfolio
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Betterment LLC New York, NY3.2MShares$672 Million1.33% of portfolio
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Wells Fargo & Company San Francisco, CA1.81MShares$380 Million0.08% of portfolio