BAM
BOS Asset 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 | $474K | Hold |
3,685
| – | – | 0.15% | 106 |
|
|
2025
Q1 | $427K | Hold |
3,685
| – | – | 0.15% | 104 |
|
|
2024
Q4 | $433K | Buy |
3,685
+802
| +28% | +$94.2K | 0.16% | 98 |
|
|
2024
Q3 | $345K | Hold |
2,883
| – | – | 0.13% | 110 |
|
|
2024
Q2 | $325K | Hold |
2,883
| – | – | 0.15% | 107 |
|
|
2024
Q1 | $319K | Buy |
2,883
+186
| +7% | +$20.6K | 0.17% | 99 |
|
|
2023
Q4 | $277K | Hold |
2,697
| – | – | 0.19% | 118 |
|
|
2023
Q3 | $251K | Hold |
2,697
| – | – | 0.18% | 118 |
|
|
2023
Q2 | $262K | Buy |
2,697
+162
| +6% | +$15.7K | 0.2% | 104 |
|
|
2023
Q1 | $233K | Hold |
2,535
| – | – | 0.19% | 109 |
|
|
2022
Q4 | $218K | Buy |
+2,535
| New | +$218K | 0.2% | 113 |
|