BSWM
Boston Standard Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
45,053
+8,329
| +23% | +$1.12M | 1.09% | 15 |
|
|
2025
Q1 | $4.32M | Sell |
36,724
-5,909
| -14% | -$694K | 0.95% | 14 |
|
|
2024
Q4 | $4.88M | Buy |
42,633
+1,998
| +5% | +$229K | 0.95% | 15 |
|
|
2024
Q3 | $5.12M | Buy |
40,635
+3,911
| +11% | +$493K | 1% | 15 |
|
|
2024
Q2 | $4.32M | Buy |
36,724
+748
| +2% | +$87.9K | 0.95% | 14 |
|
|
2024
Q1 | $4.2M | Buy |
35,976
+1,178
| +3% | +$138K | 0.95% | 14 |
|
|
2023
Q4 | $3.7M | Hold |
34,798
| – | – | 0.98% | 16 |
|
|
2023
Q3 | $3.7M | Sell |
34,798
-470
| -1% | -$49.9K | 0.98% | 16 |
|
|
2023
Q2 | $3.9M | Buy |
35,268
+1,313
| +4% | +$145K | 1% | 17 |
|
|
2023
Q1 | $3.71M | Sell |
33,955
-741
| -2% | -$80.9K | 1.06% | 16 |
|
|
2022
Q4 | $3.57M | Buy |
34,696
+3,518
| +11% | +$362K | 1.06% | 16 |
|
|
2022
Q3 | $2.89M | Buy |
31,178
+1,780
| +6% | +$165K | 0.97% | 16 |
|
|
2022
Q2 | $3.03M | Buy |
29,398
+902
| +3% | +$92.9K | 0.97% | 16 |
|
|
2022
Q1 | $3.53M | Buy |
28,496
+1,188
| +4% | +$147K | 1.01% | 17 |
|
|
2021
Q4 | $3.66M | Buy |
27,308
+1,638
| +6% | +$219K | 1.02% | 16 |
|
|
2021
Q3 | $3.43M | Buy |
25,670
+1,029
| +4% | +$138K | 1.03% | 16 |
|
|
2021
Q2 | $3.36M | Buy |
24,641
+348
| +1% | +$47.5K | 1.02% | 15 |
|
|
2021
Q1 | $3.11M | Buy |
24,293
+575
| +2% | +$73.6K | 1.01% | 15 |
|
|
2020
Q4 | $2.89M | Buy |
23,718
+1,556
| +7% | +$190K | 1.08% | 15 |
|
|
2020
Q3 | $2.33M | Buy |
22,162
+2,298
| +12% | +$242K | 0.98% | 15 |
|
|
2020
Q2 | $1.92M | Buy |
19,864
+6,364
| +47% | +$615K | 0.87% | 15 |
|
|
2020
Q1 | $1.02M | Buy |
13,500
+6,230
| +86% | +$468K | 0.55% | 19 |
|
|
2019
Q4 | $808K | Buy |
7,270
+3,660
| +101% | +$407K | 0.36% | 22 |
|
|
2019
Q3 | $368K | Buy |
3,610
+89
| +3% | +$9.07K | 0.18% | 24 |
|
|
2019
Q2 | $374K | Buy |
3,521
+59
| +2% | +$6.27K | 0.18% | 26 |
|
|
2019
Q1 | $365K | Buy |
3,462
+267
| +8% | +$28.2K | 0.19% | 27 |
|
|
2018
Q4 | $302K | Sell |
3,195
-938
| -23% | -$88.7K | 0.18% | 26 |
|
|
2018
Q3 | $461K | Buy |
+4,133
| New | +$461K | 0.25% | 20 |
|
|
2018
Q1 | $543K | Sell |
4,558
-343
| -7% | -$40.9K | 0.34% | 22 |
|
|
2017
Q4 | $584K | Sell |
4,901
-10,262
| -68% | -$1.22M | 0.37% | 22 |
|
|
2017
Q3 | $1.74M | Buy |
15,163
+235
| +2% | +$27K | 1.17% | 13 |
|
|
2017
Q2 | $1.61M | Buy |
14,928
+536
| +4% | +$57.8K | 1.12% | 13 |
|
|
2017
Q1 | $1.48M | Buy |
14,392
+712
| +5% | +$73.1K | 1.13% | 12 |
|
|
2016
Q4 | $1.29M | Sell |
13,680
-536
| -4% | -$50.4K | 1.02% | 14 |
|
|
2016
Q3 | $1.42M | Buy |
14,216
+994
| +8% | +$98.9K | 1.14% | 12 |
|
|
2016
Q2 | $1.23M | Sell |
13,222
-3,359
| -20% | -$313K | 1.07% | 12 |
|
|
2016
Q1 | $1.56M | Sell |
16,581
-730
| -4% | -$68.6K | 1.43% | 13 |
|
|
2015
Q4 | $1.62M | Buy |
17,311
+36
| +0.2% | +$3.37K | 1.6% | 15 |
|
|
2015
Q3 | $1.54M | Buy |
17,275
+301
| +2% | +$26.9K | 1.54% | 15 |
|
|
2015
Q2 | $1.72M | Buy |
16,974
+460
| +3% | +$46.6K | 1.61% | 14 |
|
|
2015
Q1 | $1.71M | Buy |
16,514
+354
| +2% | +$36.7K | 1.6% | 14 |
|
|
2014
Q4 | $1.52M | Buy |
+16,160
| New | +$1.52M | 1.5% | 14 |
|