Balboa Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
2,506
+1,516
| +153% | +$359K | 0.12% | 140 |
|
|
2025
Q1 | $220K | Buy |
990
+2
| +0.2% | +$444 | 0.05% | 251 |
|
|
2024
Q4 | $237K | Sell |
988
-28
| -3% | -$6.73K | 0.05% | 248 |
|
|
2024
Q3 | $241K | Sell |
1,016
-322
| -24% | -$76.4K | 0.06% | 229 |
|
|
2024
Q2 | $292K | Buy |
1,338
+10
| +0.8% | +$2.18K | 0.08% | 193 |
|
|
2024
Q1 | $304K | Sell |
1,328
-134
| -9% | -$30.6K | 0.09% | 164 |
|
|
2023
Q4 | $312K | Sell |
1,462
-38
| -3% | -$8.11K | 0.1% | 153 |
|
|
2023
Q3 | $284K | Buy |
1,500
+40
| +3% | +$7.56K | 0.11% | 167 |
|
|
2023
Q2 | $290K | Buy |
1,460
+33
| +2% | +$6.56K | 0.1% | 163 |
|
|
2023
Q1 | $271K | Buy |
1,427
+245
| +21% | +$46.4K | 0.1% | 176 |
|
|
2022
Q4 | $217K | Sell |
1,182
-222
| -16% | -$40.7K | 0.1% | 201 |
|
|
2022
Q3 | $240K | Buy |
+1,404
| New | +$240K | 0.11% | 172 |
|