Balboa Wealth Partners Vanguard Utilities ETF Transaction History

Balboa Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$127.23 - $148.54 $13,868 - $16,190	-109 Reduced 5.33%	1,935 $246,000
Q2 2023 Aug 08, 2023	SELL	$140.07 - $152.05 $243,861 - $264,719	-1,741 Reduced 46.0%	2,044 $290,000
Q1 2023 May 11, 2023	BUY	$139.89 - $156.95 $322,866 - $362,240	2,308 Added 156.26%	3,785 $558,000
Q4 2022 Feb 14, 2023	BUY	$143.55 - $158.16 $7,751 - $8,540	54 Added 3.79%	1,477 $226,000
Q3 2022 Jan 04, 2023	BUY	N/A	1,423 New	1,423 $202,000

519

12M

51.1K

16.2K

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