BWP
Balboa Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
16,505
-429
| -3% | -$34.1K | 0.26% | 68 |
|
|
2025
Q1 | $1.34M | Sell |
16,934
-830
| -5% | -$65.5K | 0.32% | 58 |
|
|
2024
Q4 | $1.39M | Buy |
17,764
+7,325
| +70% | +$571K | 0.32% | 57 |
|
|
2024
Q3 | $829K | Buy |
10,439
+4,020
| +63% | +$319K | 0.21% | 93 |
|
|
2024
Q2 | $496K | Buy |
+6,419
| New | +$496K | 0.13% | 134 |
|
|
2023
Q4 | – | Sell |
-2,878
| Closed | -$216K | – | 320 |
|
|
2023
Q3 | $216K | Sell |
2,878
-127
| -4% | -$9.55K | 0.08% | 196 |
|
|
2023
Q2 | $227K | Sell |
3,005
-190
| -6% | -$14.4K | 0.08% | 209 |
|
|
2023
Q1 | $244K | Sell |
3,195
-4,332
| -58% | -$330K | 0.09% | 190 |
|
|
2022
Q4 | $566K | Buy |
7,527
+46
| +0.6% | +$3.46K | 0.26% | 98 |
|
|
2022
Q3 | $556K | Buy |
+7,481
| New | +$556K | 0.24% | 81 |
|