BWP
Balboa Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
9,069
+3,853
| +74% | +$2.19M | 1.03% | 21 |
|
|
2025
Q1 | $2.68M | Buy |
5,216
+2,230
| +75% | +$1.15M | 0.65% | 29 |
|
|
2024
Q4 | $1.61M | Buy |
2,986
+160
| +6% | +$86.2K | 0.37% | 53 |
|
|
2024
Q3 | $1.49M | Buy |
2,826
+542
| +24% | +$286K | 0.37% | 50 |
|
|
2024
Q2 | $1.14M | Buy |
2,284
+20
| +0.9% | +$10K | 0.3% | 62 |
|
|
2024
Q1 | $1.09M | Sell |
2,264
-337
| -13% | -$162K | 0.32% | 57 |
|
|
2023
Q4 | $1.14M | Buy |
2,601
+215
| +9% | +$93.9K | 0.38% | 45 |
|
|
2023
Q3 | $937K | Buy |
2,386
+607
| +34% | +$238K | 0.35% | 51 |
|
|
2023
Q2 | $724K | Buy |
1,779
+552
| +45% | +$225K | 0.25% | 67 |
|
|
2023
Q1 | $461K | Buy |
1,227
+63
| +5% | +$23.7K | 0.17% | 117 |
|
|
2022
Q4 | $409K | Buy |
1,164
+282
| +32% | +$99.1K | 0.18% | 121 |
|
|
2022
Q3 | $290K | Buy |
+882
| New | +$290K | 0.13% | 142 |
|