BWM
Benchmark Wealth Management’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 | $1.06M | Sell |
8,215
-513
| -6% | -$65.9K | 0.47% | 28 |
|
|
2025
Q1 | $1.01M | Sell |
8,728
-999
| -10% | -$116K | 0.49% | 28 |
|
|
2024
Q4 | $1.14M | Sell |
9,727
-61
| -0.6% | -$7.17K | 0.56% | 21 |
|
|
2024
Q3 | $1.17M | Buy |
9,788
+1
| +0% | +$120 | 0.58% | 21 |
|
|
2024
Q2 | $1.1M | Buy |
9,787
+102
| +1% | +$11.5K | 0.59% | 21 |
|
|
2024
Q1 | $1.07M | Buy |
9,685
+38
| +0.4% | +$4.2K | 0.58% | 21 |
|
|
2023
Q4 | $993K | Sell |
9,647
-2,841
| -23% | -$292K | 0.59% | 23 |
|
|
2023
Q3 | $1.16M | Buy |
12,488
+6,095
| +95% | +$568K | 0.74% | 19 |
|
|
2023
Q2 | $620K | Buy |
6,393
+739
| +13% | +$71.7K | 0.37% | 29 |
|
|
2023
Q1 | $526K | Buy |
5,654
+293
| +5% | +$27.3K | 0.34% | 31 |
|
|
2022
Q4 | $462K | Sell |
5,361
-672
| -11% | -$57.9K | 0.33% | 31 |
|
|
2022
Q3 | $476K | Sell |
6,033
-180
| -3% | -$14.2K | 0.37% | 27 |
|
|
2022
Q2 | $530K | Sell |
6,213
-650
| -9% | -$55.4K | 0.39% | 25 |
|
|
2022
Q1 | $695K | Sell |
6,863
-5,384
| -44% | -$545K | 0.47% | 19 |
|
|
2021
Q4 | $1.32M | Buy |
12,247
+10,163
| +488% | +$1.09M | 0.85% | 14 |
|
|
2021
Q3 | $212K | Hold |
2,084
| – | – | 0.15% | 45 |
|
|
2021
Q2 | $216K | Buy |
+2,084
| New | +$216K | 0.15% | 47 |
|
|
2020
Q1 | – | Sell |
-13,082
| Closed | -$1.06M | – | 51 |
|
|
2019
Q4 | $1.06M | Buy |
+13,082
| New | +$1.06M | 0.91% | 13 |
|