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 $641,317. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,958

Previous 4,509 9.96%

Holding current value

$641,317

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

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About VANGUARD WHITEHALL FDS (VANGUA

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