Balboa Wealth Partners Vanguard Mid Cap Growth Index Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Balboa Wealth Partners holds 2,594 shares of VOT stock, worth $737,915. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,594
Previous 1,276
103.29%
Holding current value
$737,915
Previous $312,000
136.22%
% of portfolio
0.15%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,109Shares Held
40.3MCall Options Held
17.9KPut Options Held
5.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$882 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A63.03MShares$862 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.77MShares$789 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$699 Million1.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.03MShares$577 Million0.04% of portfolio