Balboa Wealth Partners Vanguard Value ETF Transaction History

Balboa Wealth Partners

  • $369 Million
  • Q2 2024

A detailed history of Balboa Wealth Partners transactions in Vanguard Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 2,314 shares of VTV stock, worth $404,001. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,314
Previous 2,396 3.42%
Holding current value
$404,001
Previous $390,000 4.87%
% of portfolio
0.1%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,189
Shares Held
507M
Call Options Held
142K
Put Options Held
35.7K
View Full List

About VANGUARD VALUE ETF

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