BSWM
Boston Standard 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 | $334K | Sell |
2,598
-178
| -6% | -$22.9K | 0.06% | 40 |
|
|
2025
Q1 | $313K | Buy |
2,776
+109
| +4% | +$12.3K | 0.07% | 38 |
|
|
2024
Q4 | $313K | Sell |
2,667
-65
| -2% | -$7.63K | 0.06% | 39 |
|
|
2024
Q3 | $327K | Sell |
2,732
-44
| -2% | -$5.27K | 0.06% | 38 |
|
|
2024
Q2 | $313K | Buy |
2,776
+14
| +0.5% | +$1.58K | 0.07% | 38 |
|
|
2024
Q1 | $305K | Sell |
2,762
-66
| -2% | -$7.29K | 0.07% | 38 |
|
|
2023
Q4 | $264K | Hold |
2,828
| – | – | 0.07% | 40 |
|
|
2023
Q3 | $264K | Sell |
2,828
-41
| -1% | -$3.83K | 0.07% | 40 |
|
|
2023
Q2 | $278K | Buy |
2,869
+42
| +1% | +$4.07K | 0.07% | 38 |
|
|
2023
Q1 | $260K | Sell |
2,827
-56
| -2% | -$5.15K | 0.07% | 36 |
|
|
2022
Q4 | $248K | Sell |
2,883
-498
| -15% | -$42.8K | 0.07% | 37 |
|
|
2022
Q3 | $267K | Buy |
3,381
+16
| +0.5% | +$1.26K | 0.09% | 33 |
|
|
2022
Q2 | $289K | Sell |
3,365
-11
| -0.3% | -$945 | 0.09% | 33 |
|
|
2022
Q1 | $342K | Sell |
3,376
-211
| -6% | -$21.4K | 0.1% | 34 |
|
|
2021
Q4 | $385K | Buy |
3,587
+58
| +2% | +$6.23K | 0.11% | 32 |
|
|
2021
Q3 | $359K | Sell |
3,529
-58
| -2% | -$5.9K | 0.11% | 32 |
|
|
2021
Q2 | $372K | Buy |
3,587
+9
| +0.3% | +$933 | 0.11% | 31 |
|
|
2021
Q1 | $347K | Buy |
+3,578
| New | +$347K | 0.11% | 31 |
|
|
2020
Q4 | – | Sell |
-3,631
| Closed | -$293K | – | 37 |
|
|
2020
Q3 | $293K | Buy |
3,631
+19
| +0.5% | +$1.53K | 0.12% | 31 |
|
|
2020
Q2 | $270K | Sell |
3,612
-738
| -17% | -$55.2K | 0.12% | 31 |
|
|
2020
Q1 | $261K | Buy |
4,350
+183
| +4% | +$11K | 0.14% | 29 |
|
|
2019
Q4 | $338K | Sell |
4,167
-3
| -0.1% | -$243 | 0.15% | 29 |
|
|
2019
Q3 | $312K | Buy |
4,170
+58
| +1% | +$4.34K | 0.15% | 27 |
|
|
2019
Q2 | $312K | Buy |
4,112
+31
| +0.8% | +$2.35K | 0.15% | 29 |
|
|
2019
Q1 | $302K | Sell |
4,081
-122
| -3% | -$9.03K | 0.16% | 30 |
|
|
2018
Q4 | $275K | Sell |
4,203
-78
| -2% | -$5.1K | 0.16% | 27 |
|
|
2018
Q3 | $324K | Buy |
+4,281
| New | +$324K | 0.18% | 26 |
|