BWP
Balboa Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
63,237
+6,948
| +12% | +$396K | 0.72% | 27 |
|
|
2025
Q1 | $2.86M | Buy |
56,289
+24,457
| +77% | +$1.24M | 0.69% | 26 |
|
|
2024
Q4 | $1.52M | Buy |
31,832
+23,668
| +290% | +$1.13M | 0.35% | 55 |
|
|
2024
Q3 | $431K | Buy |
+8,164
| New | +$431K | 0.11% | 152 |
|
|
2024
Q1 | – | Sell |
-6,073
| Closed | -$291K | – | 317 |
|
|
2023
Q4 | $291K | Buy |
6,073
+1,389
| +30% | +$66.5K | 0.1% | 165 |
|
|
2023
Q3 | $205K | Sell |
4,684
-187
| -4% | -$8.18K | 0.08% | 208 |
|
|
2023
Q2 | $225K | Buy |
4,871
+423
| +10% | +$19.5K | 0.08% | 212 |
|
|
2023
Q1 | $201K | Buy |
+4,448
| New | +$201K | 0.08% | 229 |
|