Balboa Wealth Partners Vanguard Whitehall Fds (Vangua Transaction History

Balboa Wealth Partners

$389 Million
Q3 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 4,958 shares of VYM stock, worth $637,797. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,958

Previous 4,509 9.96%

Holding current value

$637,797

Previous $534,000 18.91%

% of portfolio

0.16%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$117.9 - $128.2 $52,937 - $57,561	449 Added 9.96%	4,958 $635,000
Q2 2024 Aug 13, 2024	SELL	$114.71 - $121.51 $81,214 - $86,029	-708 Reduced 13.57%	4,509 $534,000
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	$96.14 - $113.15 $72,585 - $85,428	-755 Reduced 6.06%	11,696 $1.27 Million
Q3 2022 Jan 04, 2023	BUY	$94.88 - $110.28 $1.18 Million - $1.37 Million	12,451 New	12,451 $1.18 Million

Others Institutions Holding VYM

# of Institutions

1,799

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Account

Balboa Wealth Partners Vanguard Whitehall Fds (Vangua Transaction History