BWP
Balboa Wealth Partners’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
11,873
+1,879
| +19% | +$332K | 0.42% | 50 |
|
|
2025
Q1 | $1.73M | Sell |
9,994
-4,380
| -30% | -$757K | 0.42% | 46 |
|
|
2024
Q4 | $2.43M | Buy |
14,374
+11,479
| +397% | +$1.94M | 0.56% | 33 |
|
|
2024
Q3 | $505K | Buy |
2,895
+581
| +25% | +$101K | 0.13% | 142 |
|
|
2024
Q2 | $371K | Sell |
2,314
-82
| -3% | -$13.2K | 0.1% | 159 |
|
|
2024
Q1 | $390K | Buy |
2,396
+184
| +8% | +$30K | 0.11% | 134 |
|
|
2023
Q4 | $331K | Buy |
+2,212
| New | +$331K | 0.11% | 148 |
|