Balboa Wealth Partners Vanguard Total World Stk Index Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025

A detailed history of Balboa Wealth Partners transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Balboa Wealth Partners holds 2,038 shares of VT stock, worth $283,771. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,038
Previous 1,997 2.05%
Holding current value
$283,771
Previous $275,000 2.91%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 16, 2026
BUY
$135.16 - $141.78 $5,541 - $5,812
41 Added 2.05%
2,038 $283,000
Q3 2025

Nov 06, 2025
BUY
$128.41 - $138.03 $256,434 - $275,645
1,997 New
1,997 $275,000

Others Institutions Holding VT

# of Institutions
1,227
Shares Held
119M
Call Options Held
251K
Put Options Held
87.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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