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 $770,703. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,594
Previous 1,276
103.29%
Holding current value
$770,703
Previous $312,000
136.22%
% of portfolio
0.15%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,120Shares Held
40.1MCall Options Held
18KPut Options Held
7.8K-
Axiom Advisory, LLC San Diego, CA3.1MShares$921 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.86MShares$849 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$730 Million1.68% of portfolio
-
Royal Bank Of Canada Toronto, A62.11MShares$626 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2MShares$595 Million0.04% of portfolio