Balboa Wealth Partners Vanguard Whitehall Fds (Vangua Transaction History

Balboa Wealth Partners

$310 Million
Q1 2024

A detailed history of Balboa Wealth Partners transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Balboa Wealth Partners holds 5,217 shares of VYM stock, worth $619,257. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,217

Previous 6,840 23.73%

Holding current value

$619,257

Previous $763,000 17.3%

% of portfolio

0.2%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$109.98 - $120.99 $178,497 - $196,366	-1,623 Reduced 23.73%	5,217 $631,000
Q4 2023 Feb 09, 2024	SELL	$98.71 - $111.84 $37,411 - $42,387	-379 Reduced 5.25%	6,840 $763,000
Q3 2023 Oct 23, 2023	BUY	$103.32 - $110.34 $14,051 - $15,006	136 Added 1.92%	7,219 $745,000
Q2 2023 Aug 08, 2023	SELL	$101.36 - $107.68 $43,483 - $46,194	-429 Reduced 5.71%	7,083 $751,000
Q1 2023 May 11, 2023	SELL	$100.82 - $111.44 $421,830 - $466,264	-4,184 Reduced 35.77%	7,512 $792,000

Q4 2022 Feb 14, 2023	SELL	$106.0 - $113.15 $80,030 - $85,428	-755 Reduced 6.06%	11,696 $1.27 Million
Q3 2022 Jan 04, 2023	BUY	N/A	12,451 New	12,451 $1.18 Million

Others Institutions Holding VYM

# of Institutions

1,703

Shares Held

174M

Call Options Held

1.76M

Put Options Held

464K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Balboa Wealth Partners Vanguard Whitehall Fds (Vangua Transaction History