Balboa Wealth Partners's ownership history for VYM

Balboa Wealth Partners currently holds 10.7K shares with a market value of $1.5M. It started holding VYM on 2024-09-30. At its peak, it held 10.9K shares on 2025-06-30. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 4.7K shares on 2025-03-31, with a value of $605.1K on 2025-03-31. In the recent 180 days, Balboa Wealth Partners has decreased its shares by 198. In the recent year, Balboa Wealth Partners has increased its shares by 5.7K.