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

Balboa Wealth Partners

$398 Million
Q1 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 5,216 shares of VOO stock, worth $2.65 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

5,216

Previous 2,986 74.68%

Holding current value

$2.65 Million

Previous $1.61 Million 66.67%

% of portfolio

0.67%

Previous 0.38%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,580

Shares Held

464M

Call Options Held

2.36M

Put Options Held

2.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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