BWP
Balboa Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Buy |
20,248
+403
| +2% | +$122K | 1.23% | 14 |
|
|
2025
Q1 | $5.45M | Buy |
19,845
+7,015
| +55% | +$1.93M | 1.32% | 14 |
|
|
2024
Q4 | $3.72M | Buy |
12,830
+11,450
| +830% | +$3.32M | 0.85% | 23 |
|
|
2024
Q3 | $391K | Buy |
1,380
+251
| +22% | +$71.1K | 0.1% | 163 |
|
|
2024
Q2 | $302K | Buy |
+1,129
| New | +$302K | 0.08% | 190 |
|