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
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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
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |