BFA
Beacon Financial Advisory’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
2,041
+2
| +0.1% | +$257 | 0.07% | 293 |
|
|
2025
Q1 | $236K | Sell |
2,039
-606
| -23% | -$70.3K | 0.07% | 289 |
|
|
2024
Q4 | $311K | Buy |
2,645
+5
| +0.2% | +$587 | 0.1% | 220 |
|
|
2024
Q3 | $316K | Buy |
2,640
+1
| +0% | +$120 | 0.11% | 210 |
|
|
2024
Q2 | $297K | Buy |
2,639
+1
| +0% | +$113 | 0.11% | 214 |
|
|
2024
Q1 | $291K | Sell |
2,638
-121
| -4% | -$13.4K | 0.14% | 186 |
|
|
2023
Q4 | $284K | Buy |
2,759
+4
| +0.1% | +$412 | 0.14% | 190 |
|
|
2023
Q3 | $257K | Sell |
2,755
-9
| -0.3% | -$839 | 0.14% | 189 |
|
|
2023
Q2 | $268K | Buy |
2,764
+1
| +0% | +$97 | 0.15% | 180 |
|
|
2023
Q1 | $254K | Buy |
2,763
+1
| +0% | +$92 | 0.16% | 169 |
|
|
2022
Q4 | $238K | Sell |
2,762
-773
| -22% | -$66.6K | 0.17% | 161 |
|
|
2022
Q3 | $279K | Sell |
3,535
-3,105
| -47% | -$245K | 0.2% | 149 |
|
|
2022
Q2 | $567K | Sell |
6,640
-17,000
| -72% | -$1.45M | 0.32% | 104 |
|
|
2022
Q1 | $2.39M | Buy |
23,640
+1,837
| +8% | +$186K | 1.14% | 14 |
|
|
2021
Q4 | $2.34M | Sell |
21,803
-1,136
| -5% | -$122K | 1.08% | 19 |
|
|
2021
Q3 | $2.34M | Sell |
22,939
-857
| -4% | -$87.3K | 1.21% | 15 |
|
|
2021
Q2 | $2.47M | Sell |
23,796
-49
| -0.2% | -$5.08K | 1.33% | 13 |
|
|
2021
Q1 | $2.32M | Sell |
23,845
-5,416
| -19% | -$527K | 1.33% | 13 |
|
|
2020
Q4 | $2.71M | Sell |
29,261
-8,958
| -23% | -$829K | 1.76% | 8 |
|
|
2020
Q3 | $3.08M | Buy |
38,219
+1,474
| +4% | +$119K | 2.68% | 3 |
|
|
2020
Q2 | $2.75M | Buy |
36,745
+1,712
| +5% | +$128K | 2.99% | 2 |
|
|
2020
Q1 | $2.2M | Buy |
35,033
+1,140
| +3% | +$71.6K | 2.8% | 3 |
|
|
2019
Q4 | $2.74M | Buy |
+33,893
| New | +$2.74M | 2.35% | 6 |
|