BWM
BigSur 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 | $205K | Hold |
1,597
| – | – | 0.05% | 144 |
|
|
2025
Q1 | $185K | Hold |
1,597
| – | – | 0.05% | 144 |
|
|
2024
Q4 | $188K | Hold |
1,597
| – | – | 0.05% | 143 |
|
|
2024
Q3 | $191K | Hold |
1,597
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $180K | Sell |
1,597
-460
| -22% | -$51.8K | 0.06% | 143 |
|
|
2024
Q1 | $227K | Hold |
2,057
| – | – | 0.07% | 135 |
|
|
2023
Q4 | $212K | Hold |
2,057
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $192K | Hold |
2,057
| – | – | 0.1% | 103 |
|
|
2023
Q2 | $199K | Hold |
2,057
| – | – | 0.1% | 113 |
|
|
2023
Q1 | $189K | Hold |
2,057
| – | – | 0.09% | 114 |
|
|
2022
Q4 | $177K | Hold |
2,057
| – | – | 0.09% | 111 |
|
|
2022
Q3 | $162K | Hold |
2,057
| – | – | 0.08% | 112 |
|
|
2022
Q2 | $176K | Hold |
2,057
| – | – | 0.08% | 121 |
|
|
2022
Q1 | $208K | Hold |
2,057
| – | – | 0.08% | 122 |
|
|
2021
Q4 | $221K | Hold |
2,057
| – | – | 0.09% | 122 |
|
|
2021
Q3 | $209K | Buy |
+2,057
| New | +$209K | 0.09% | 114 |
|