Balboa Wealth Partners Vanguard Mid Cap Growth Index Transaction History
Balboa Wealth Partners
- $572 Million
- Q4 2025
A detailed history of Balboa Wealth Partners transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Balboa Wealth Partners holds 1,197 shares of VOT stock, worth $334,920. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,197
Previous 2,582
53.64%
Holding current value
$334,920
Previous $758,000
55.94%
% of portfolio
0.06%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,156Shares Held
41.4MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.22MShares$621 Million1.31% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio