BWP
Balboa Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
40,028
+7,575
| +23% | +$445K | 0.47% | 41 |
|
|
2025
Q1 | $1.9M | Buy |
32,453
+1,682
| +5% | +$98.7K | 0.46% | 42 |
|
|
2024
Q4 | $1.79M | Buy |
30,771
+14,794
| +93% | +$861K | 0.41% | 46 |
|
|
2024
Q3 | $943K | Sell |
15,977
-49
| -0.3% | -$2.89K | 0.23% | 84 |
|
|
2024
Q2 | $929K | Buy |
16,026
+8,225
| +105% | +$477K | 0.25% | 76 |
|
|
2024
Q1 | $453K | Sell |
7,801
-6,347
| -45% | -$369K | 0.13% | 126 |
|
|
2023
Q4 | $825K | Buy |
14,148
+3,219
| +29% | +$188K | 0.27% | 70 |
|
|
2023
Q3 | $630K | Sell |
10,929
-274
| -2% | -$15.8K | 0.24% | 77 |
|
|
2023
Q2 | $647K | Sell |
11,203
-3,363
| -23% | -$194K | 0.23% | 81 |
|
|
2023
Q1 | $853K | Buy |
14,566
+5,922
| +69% | +$347K | 0.32% | 60 |
|
|
2022
Q4 | $500K | Buy |
8,644
+1,056
| +14% | +$61.1K | 0.23% | 108 |
|
|
2022
Q3 | $439K | Buy |
+7,588
| New | +$439K | 0.19% | 98 |
|