Vanguard Value ETF shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 12k | 186.48 |
| 2025-06-30 | $2.1M | 12k | 176.75 |
| 2025-03-31 | $1.7M | 10k | 172.75 |
| 2024-12-31 | $2.4M | 14k | 169.30 |
| 2024-09-30 | $505k | 2.9k | 174.55 |
| 2024-06-30 | $371k | 2.3k | 160.42 |
| 2024-03-31 | $390k | 2.4k | 162.87 |
| 2023-12-31 | $331k | 2.2k | 149.49 |