BWP
Balboa Wealth Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
14,592
+743
| +5% | +$34.4K | 0.14% | 126 |
|
|
2025
Q1 | $641K | Buy |
13,849
+2,190
| +19% | +$101K | 0.15% | 111 |
|
|
2024
Q4 | $529K | Buy |
11,659
+958
| +9% | +$43.4K | 0.12% | 140 |
|
|
2024
Q3 | $505K | Sell |
10,701
-85
| -0.8% | -$4.01K | 0.13% | 143 |
|
|
2024
Q2 | $490K | Buy |
+10,786
| New | +$490K | 0.13% | 136 |
|