Balboa Wealth Partners Vanguard Value ETF Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Vanguard Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 12,252 shares of VTV stock, worth $2.29 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

12,252

Previous 11,873 3.19%

Holding current value

$2.29 Million

Previous $2.1 Million 8.87%

% of portfolio

0.41%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$175.51 - $186.57 $66,518 - $70,710	379 Added 3.19%	12,252 $2.28 Million
Q2 2025 Jul 29, 2025	BUY	$153.67 - $176.74 $288,745 - $332,094	1,879 Added 18.8%	11,873 $2.1 Million
Q1 2025 Apr 23, 2025	SELL	$167.73 - $179.21 $734,657 - $784,939	-4,380 Reduced 30.47%	9,994 $1.73 Million
Q4 2024 Feb 10, 2025	BUY	$168.32 - $181.87 $1.93 Million - $2.09 Million	11,479 Added 396.51%	14,374 $2.43 Million
Q3 2024 Nov 06, 2024	BUY	$159.75 - $174.57 $92,814 - $101,425	581 Added 25.11%	2,895 $505,000

Q2 2024 Aug 13, 2024	SELL	$154.57 - $163.65 $12,674 - $13,419	-82 Reduced 3.42%	2,314 $371,000
Q1 2024 May 13, 2024	BUY	$147.46 - $162.86 $27,132 - $29,966	184 Added 8.32%	2,396 $390,000
Q4 2023 Feb 09, 2024	BUY	$131.82 - $149.95 $291,585 - $331,689	2,212 New	2,212 $330,000

Others Institutions Holding VTV

# of Institutions

2,755

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Balboa Wealth Partners Vanguard Value ETF Transaction History