BW
BIP Wealth’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 | $42.6M | Sell |
331,176
-570
| -0.2% | -$73.3K | 2.62% | 7 |
|
|
2025
Q1 | $38.5M | Buy |
331,746
+18,614
| +6% | +$2.16M | 2.51% | 8 |
|
|
2024
Q4 | $36.8M | Buy |
313,132
+10,283
| +3% | +$1.21M | 2.46% | 7 |
|
|
2024
Q3 | $36.2M | Buy |
302,849
+37,902
| +14% | +$4.53M | 2.47% | 8 |
|
|
2024
Q2 | $29.8M | Sell |
264,947
-56,318
| -18% | -$6.34M | 2.44% | 7 |
|
|
2024
Q1 | $35.5M | Buy |
321,265
+29,768
| +10% | +$3.29M | 2.6% | 7 |
|
|
2023
Q4 | $30M | Buy |
291,497
+8,077
| +3% | +$831K | 2.36% | 7 |
|
|
2023
Q3 | $26.4M | Sell |
283,420
-25,438
| -8% | -$2.37M | 2.43% | 7 |
|
|
2023
Q2 | $30M | Buy |
308,858
+10,531
| +4% | +$1.02M | 2.45% | 7 |
|
|
2023
Q1 | $27.4M | Buy |
+298,327
| New | +$27.4M | 3.02% | 5 |
|