Balboa Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Buy	10,711 +55	+0.5%	+$8.27K	0.27%	65
2025 Q4	$1.53M	Buy	10,656 +27	+0.3%	+$3.84K	0.25%	64
2025 Q3	$1.5M	Sell	10,629 -225	-2%	-$30.9K	0.26%	63
2025 Q2	$1.45M	Buy	10,854 +6,162	+131%	+$781K	0.29%	64
2025 Q1	$605K	Sell	4,692 -226	-5%	-$29.6K	0.15%	115
2024 Q4	$628K	Sell	4,918 -40	-0.8%	-$5.22K	0.14%	118
2024 Q3	$636K	Buy	4,958 +449	+10%	+$55.4K	0.16%	117
2024 Q2	$535K	Sell	4,509 -708	-14%	-$84K	0.14%	128
2024 Q1	$631K	Sell	5,217 -1,623	-24%	-$186K	0.19%	103
2023 Q4	$764K	Sell	6,840 -379	-5%	-$39.8K	0.25%	75
2023 Q3	$746K	Buy	7,219 +136	+2%	+$14.6K	0.28%	63
2023 Q2	$751K	Sell	7,083 -429	-6%	-$45K	0.26%	66
2023 Q1	$793K	Sell	7,512 -4,184	-36%	-$450K	0.3%	66
2022 Q4	$1.27M	Sell	11,696 -755	-6%	-$80.3K	0.57%	38
2022 Q3	$1.18M	Buy	+12,451	New	+$1.29M	0.52%	39