BWP
Balboa Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
10,854
+6,162
| +131% | +$821K | 0.29% | 64 |
|
|
2025
Q1 | $605K | Sell |
4,692
-226
| -5% | -$29.1K | 0.15% | 115 |
|
|
2024
Q4 | $628K | Sell |
4,918
-40
| -0.8% | -$5.1K | 0.14% | 118 |
|
|
2024
Q3 | $636K | Buy |
4,958
+449
| +10% | +$57.6K | 0.16% | 117 |
|
|
2024
Q2 | $535K | Sell |
4,509
-708
| -14% | -$84K | 0.14% | 128 |
|
|
2024
Q1 | $631K | Sell |
5,217
-1,623
| -24% | -$196K | 0.19% | 102 |
|
|
2023
Q4 | $764K | Sell |
6,840
-379
| -5% | -$42.3K | 0.25% | 75 |
|
|
2023
Q3 | $746K | Buy |
7,219
+136
| +2% | +$14.1K | 0.28% | 63 |
|
|
2023
Q2 | $751K | Sell |
7,083
-429
| -6% | -$45.5K | 0.26% | 66 |
|
|
2023
Q1 | $793K | Sell |
7,512
-4,184
| -36% | -$441K | 0.3% | 66 |
|
|
2022
Q4 | $1.27M | Sell |
11,696
-755
| -6% | -$81.7K | 0.57% | 38 |
|
|
2022
Q3 | $1.18M | Buy |
+12,451
| New | +$1.18M | 0.52% | 39 |
|