Balboa Wealth Partners Vanguard Growth ETF Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Vanguard Growth ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 1,169 shares of VUG stock, worth $569,408. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,169
Previous 605
93.22%
Holding current value
$569,408
Previous $224,000
128.57%
% of portfolio
0.11%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,776Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$24.1 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$17.1 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.09 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.47 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.96 Billion1.09% of portfolio