Balboa Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
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|
2025
Q1 | $2.68M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $937K | Buy |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $290K | Buy |
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