Vanguard S&p 500 Etf idx shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 612.37 |
| 2025-06-30 | $5.2M | 9.1k | 568.03 |
| 2025-03-31 | $2.7M | 5.2k | 513.91 |
| 2024-12-31 | $1.6M | 3.0k | 538.75 |
| 2024-09-30 | $1.5M | 2.8k | 527.58 |
| 2024-06-30 | $1.1M | 2.3k | 500.09 |
| 2024-03-31 | $1.1M | 2.3k | 480.66 |
| 2023-12-31 | $1.1M | 2.6k | 436.86 |
| 2023-09-30 | $937k | 2.4k | 392.73 |
| 2023-06-30 | $725k | 1.8k | 407.24 |
| 2023-03-31 | $461k | 1.2k | 376.01 |
| 2022-12-31 | $409k | 1.2k | 351.48 |
| 2022-09-30 | $290k | 882 | 328.80 |