Balboa Wealth Partners Vanguard Index Fds S&P 500 ETF Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

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 9,069 shares of VOO stock, worth $5.27 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
9,069
Previous 5,216 73.87%
Holding current value
$5.27 Million
Previous $2.68 Million 92.2%
% of portfolio
1.08%
Previous 0.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$456.74 - $568.03 $1.76 Million - $2.19 Million
3,853 Added 73.87%
9,069 $5.15 Million
Q1 2025

Apr 23, 2025
BUY
$507.05 - $563.67 $1.13 Million - $1.26 Million
2,230 Added 74.68%
5,216 $2.68 Million
Q4 2024

Feb 10, 2025
BUY
$521.84 - $558.82 $83,494 - $89,411
160 Added 5.66%
2,986 $1.61 Million
Q3 2024

Nov 06, 2024
BUY
$475.2 - $527.7 $257,558 - $286,013
542 Added 23.73%
2,826 $1.49 Million
Q2 2024

Aug 13, 2024
BUY
$455.1 - $504.28 $9,102 - $10,085
20 Added 0.88%
2,284 $1.14 Million
Q1 2024

May 13, 2024
SELL
$429.43 - $481.35 $144,717 - $162,214
-337 Reduced 12.96%
2,264 $1.09 Million
Q4 2023

Feb 09, 2024
BUY
$377.32 - $438.19 $81,123 - $94,210
215 Added 9.01%
2,601 $1.14 Million
Q3 2023

Oct 23, 2023
BUY
$392.7 - $420.68 $238,368 - $255,352
607 Added 34.12%
2,386 $936,000
Q2 2023

Aug 08, 2023
BUY
$371.44 - $407.28 $205,034 - $224,818
552 Added 44.99%
1,779 $724,000
Q1 2023

May 11, 2023
BUY
$348.66 - $382.94 $21,965 - $24,125
63 Added 5.41%
1,227 $461,000
Q4 2022

Feb 14, 2023
BUY
$327.64 - $374.54 $92,394 - $105,620
282 Added 31.97%
1,164 $408,000
Q3 2022

Jan 04, 2023
BUY
$328.3 - $395.04 $289,560 - $348,425
882 New
882 $290,000

Others Institutions Holding VOO

# of Institutions
3,695
Shares Held
531M
Call Options Held
2.14M
Put Options Held
2.72M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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