VSM Wealth Advisory’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

VSM Wealth Advisory’s Portfolio BOE Stock Details BOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Hold	8,431	–	–	0.03%	161
2026 Q1	$92.4K	Buy	8,431 +212	+3%	+$2.48K	0.03%	161
2025 Q4	$96.2K	Buy	8,219 +128	+2%	+$1.48K	0.03%	144
2025 Q3	$93.6K	Buy	8,091 +6,584	+437%	+$75.6K	0.03%	138
2025 Q2	$17.1K	Buy	1,507 +154	+11%	+$1.68K	0.01%	324
2025 Q1	$14.7K	Buy	1,353 +18	+1%	+$200	0.01%	309
2024 Q4	$14.4K	Buy	+1,335	New	+$15K	0.01%	307

Other funds holding BOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

VSM Wealth Advisory's BOE Position: Q2 2026 in Review

VSM Wealth Advisory held its BlackRock Enhanced Global Dividend Trust (BOE) position steady in Q2 2026 at 8,431 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #161.

VSM Wealth Advisory first reported a position in BOE in Q4 2024 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold BOE as of Q2 2026.

VSM Wealth Advisory held 8,431 shares of BlackRock Enhanced Global Dividend Trust worth $102K as of Q2 2026.
VSM Wealth Advisory left its BlackRock Enhanced Global Dividend Trust share count unchanged in Q2 2026.
BlackRock Enhanced Global Dividend Trust made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #161 holding.
VSM Wealth Advisory first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2024 and has held it in 7 quarters since.
114 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.