Balboa Wealth Partners Vanguard Mid Cap ETF Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025

A detailed history of Balboa Wealth Partners transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 1,046 shares of VO stock, worth $300,128. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,046
Previous 936 11.75%
Holding current value
$300,128
Previous $274,000 9.49%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$286.27 - $296.23 $31,489 - $32,585
110 Added 11.75%
1,046 $300,000
Q3 2025

Nov 06, 2025
SELL
$279.83 - $293.74 $8,954 - $9,399
-32 Reduced 3.31%
936 $274,000
Q2 2025

Jul 29, 2025
BUY
$228.54 - $279.83 $221,226 - $270,875
968 New
968 $270,000
Q3 2023

Oct 23, 2023
BUY
$206.6 - $228.23 $236,557 - $261,323
1,145 New
1,145 $238,000

Others Institutions Holding VO

# of Institutions
2,518
Shares Held
221M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email