Balboa Wealth Partners Vanguard Value ETF Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Vanguard Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 2,895 shares of VTV stock, worth $509,925. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,895
Previous 2,314 25.11%
Holding current value
$509,925
Previous $371,000 36.12%
% of portfolio
0.13%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$159.75 - $174.57 $92,814 - $101,425
581 Added 25.11%
2,895 $505,000
Q2 2024

Aug 13, 2024
SELL
$154.57 - $163.65 $12,674 - $13,419
-82 Reduced 3.42%
2,314 $371,000
Q1 2024

May 13, 2024
BUY
$147.46 - $162.86 $27,132 - $29,966
184 Added 8.32%
2,396 $390,000
Q4 2023

Feb 09, 2024
BUY
$131.82 - $149.95 $291,585 - $331,689
2,212 New
2,212 $330,000

Others Institutions Holding VTV

# of Institutions
2,292
Shares Held
535M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

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