Balboa Wealth Partners Vanguard Small Cap Value ETF Transaction History

Balboa Wealth Partners

  • $552 Million
  • Q3 2025

A detailed history of Balboa Wealth Partners transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 1,238 shares of VBR stock, worth $254,359. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,238
Previous 1,173 5.54%
Holding current value
$254,359
Previous $228,000 13.16%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$195.41 - $212.37 $12,701 - $13,804
65 Added 5.54%
1,238 $258,000
Q2 2025

Jul 29, 2025
BUY
$162.76 - $195.77 $190,917 - $229,638
1,173 New
1,173 $228,000

Others Institutions Holding VBR

# of Institutions
1,796
Shares Held
91.8M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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