Balboa Wealth Partners Vanguard Mid Cap Value Index F Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Balboa Wealth Partners holds 2,464 shares of VOE stock, worth $428,341. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,464
Previous 2,411
2.2%
Holding current value
$428,341
Previous $396,000
8.59%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,258Shares Held
73MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio