BSWM
Boston Standard Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
295,689
+36,481
| +14% | +$2.45M | 3.58% | 8 |
|
|
2025
Q1 | $15.2M | Sell |
259,208
-18,199
| -7% | -$1.07M | 3.34% | 9 |
|
|
2024
Q4 | $15.9M | Buy |
277,407
+3,478
| +1% | +$200K | 3.09% | 10 |
|
|
2024
Q3 | $17.3M | Buy |
273,929
+14,721
| +6% | +$927K | 3.36% | 9 |
|
|
2024
Q2 | $15.2M | Buy |
259,208
+9,647
| +4% | +$566K | 3.34% | 9 |
|
|
2024
Q1 | $14.6M | Buy |
249,561
+7,054
| +3% | +$414K | 3.31% | 9 |
|
|
2023
Q4 | $12.6M | Hold |
242,507
| – | – | 3.32% | 9 |
|
|
2023
Q3 | $12.6M | Buy |
242,507
+9,306
| +4% | +$483K | 3.32% | 9 |
|
|
2023
Q2 | $12.7M | Buy |
233,201
+2,178
| +0.9% | +$119K | 3.24% | 9 |
|
|
2023
Q1 | $12.4M | Sell |
231,023
-1,614
| -0.7% | -$86.3K | 3.55% | 9 |
|
|
2022
Q4 | $11.7M | Buy |
232,637
+21,157
| +10% | +$1.06M | 3.46% | 9 |
|
|
2022
Q3 | $9.38M | Buy |
211,480
+9,456
| +5% | +$419K | 3.15% | 10 |
|
|
2022
Q2 | $10.1M | Buy |
202,024
+7,859
| +4% | +$393K | 3.25% | 10 |
|
|
2022
Q1 | $11.2M | Buy |
194,165
+6,591
| +4% | +$380K | 3.21% | 10 |
|
|
2021
Q4 | $11.5M | Buy |
187,574
+6,030
| +3% | +$370K | 3.21% | 10 |
|
|
2021
Q3 | $11.1M | Buy |
181,544
+7,065
| +4% | +$431K | 3.31% | 10 |
|
|
2021
Q2 | $11.1M | Buy |
174,479
+4,825
| +3% | +$306K | 3.35% | 10 |
|
|
2021
Q1 | $10.3M | Buy |
169,654
+44,999
| +36% | +$2.73M | 3.35% | 9 |
|
|
2020
Q4 | $7.28M | Buy |
124,655
+4,191
| +3% | +$245K | 2.71% | 11 |
|
|
2020
Q3 | $6.08M | Buy |
120,464
+3,889
| +3% | +$196K | 2.56% | 11 |
|
|
2020
Q2 | $5.55M | Buy |
116,575
+8,133
| +7% | +$387K | 2.51% | 11 |
|
|
2020
Q1 | $4.26M | Buy |
108,442
+14,047
| +15% | +$552K | 2.32% | 11 |
|
|
2019
Q4 | $5.07M | Sell |
94,395
-500
| -0.5% | -$26.9K | 2.27% | 11 |
|
|
2019
Q3 | $4.74M | Sell |
94,895
-2,678
| -3% | -$134K | 2.28% | 11 |
|
|
2019
Q2 | $5.02M | Buy |
97,573
+1,523
| +2% | +$78.4K | 2.46% | 11 |
|
|
2019
Q1 | $4.88M | Sell |
96,050
-500
| -0.5% | -$25.4K | 2.54% | 11 |
|
|
2018
Q4 | $4.4M | Sell |
96,550
-20,787
| -18% | -$948K | 2.62% | 11 |
|
|
2018
Q3 | $6.08M | Buy |
+117,337
| New | +$6.08M | 3.31% | 9 |
|
|
2018
Q1 | $6.39M | Buy |
117,435
+7
| +0% | +$381 | 3.99% | 8 |
|
|
2017
Q4 | $6.43M | Sell |
117,428
-320,857
| -73% | -$17.6M | 4.09% | 7 |
|
|
2017
Q3 | $23.1M | Sell |
438,285
-780
| -0.2% | -$41.1K | 15.44% | 2 |
|
|
2017
Q2 | $22M | Buy |
439,065
+9,852
| +2% | +$493K | 15.3% | 2 |
|
|
2017
Q1 | $20.5M | Buy |
429,213
+14,126
| +3% | +$676K | 15.75% | 2 |
|
|
2016
Q4 | $18.3M | Buy |
415,087
+2,577
| +0.6% | +$114K | 14.52% | 2 |
|
|
2016
Q3 | $18.7M | Buy |
412,510
+7,996
| +2% | +$363K | 15.15% | 2 |
|
|
2016
Q2 | $17.3M | Buy |
404,514
+12,903
| +3% | +$553K | 15.09% | 2 |
|
|
2016
Q1 | $17M | Buy |
391,611
+24,709
| +7% | +$1.07M | 15.62% | 2 |
|
|
2015
Q4 | $16.1M | Buy |
366,902
+6,750
| +2% | +$296K | 15.89% | 2 |
|
|
2015
Q3 | $15.1M | Buy |
360,152
+12,397
| +4% | +$518K | 15% | 2 |
|
|
2015
Q2 | $16.9M | Buy |
347,755
+7,022
| +2% | +$341K | 15.78% | 2 |
|
|
2015
Q1 | $17.3M | Buy |
340,733
+10,588
| +3% | +$538K | 16.14% | 2 |
|
|
2014
Q4 | $15.2M | Buy |
+330,145
| New | +$15.2M | 15.01% | 2 |
|