Balboa Wealth Partners Vanguard Transaction History

Balboa Wealth Partners

$398 Million
Q1 2025

A detailed history of Balboa Wealth Partners transactions in Vanguard stock. As of the latest transaction made, Balboa Wealth Partners holds 32,453 shares of VGSH stock, worth $1.91 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

32,453

Previous 30,771 5.47%

Holding current value

$1.91 Million

Previous $1.79 Million 6.37%

% of portfolio

0.48%

Previous 0.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$58.07 - $58.69 $97,673 - $98,716	1,682 Added 5.47%	32,453 $1.9 Million
Q4 2024 Feb 10, 2025	BUY	$58.02 - $58.88 $858,347 - $871,070	14,794 Added 92.6%	30,771 $1.79 Million
Q3 2024 Nov 06, 2024	SELL	$57.74 - $59.13 $2,829 - $2,897	-49 Reduced 0.31%	15,977 $942,000
Q2 2024 Aug 13, 2024	BUY	$57.55 - $58.0 $473,348 - $477,050	8,225 Added 105.44%	16,026 $929,000
Q1 2024 May 13, 2024	SELL	$57.88 - $58.54 $367,364 - $371,553	-6,347 Reduced 44.86%	7,801 $453,000
Q4 2023 Feb 09, 2024	BUY	$57.34 - $58.41 $184,577 - $188,021	3,219 Added 29.45%	14,148 $825,000
Q3 2023 Oct 23, 2023	SELL	$57.47 - $57.91 $15,746 - $15,867	-274 Reduced 2.45%	10,929 $629,000
Q2 2023 Aug 08, 2023	SELL	$57.72 - $58.69 $194,112 - $197,374	-3,363 Reduced 23.09%	11,203 $646,000
Q1 2023 May 11, 2023	BUY	$57.32 - $58.77 $339,449 - $348,035	5,922 Added 68.51%	14,566 $852,000
Q4 2022 Feb 14, 2023	BUY	$57.38 - $58.13 $60,593 - $61,385	1,056 Added 13.92%	8,644 $499,000
Q3 2022 Jan 04, 2023	BUY	$57.67 - $59.08 $437,599 - $448,299	7,588 New	7,588 $439,000

Others Institutions Holding VGSH

# of Institutions

1,026

Shares Held

273M

Call Options Held

6.2K

Put Options Held

400

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About VANGUARD

Ticker VGSH
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Balboa Wealth Partners Vanguard Transaction History