BSWM
Boston Standard Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206M | Buy |
676,828
+34,076
| +5% | +$10.4M | 37.06% | 1 |
|
|
2025
Q1 | $172M | Sell |
642,752
-19,694
| -3% | -$5.27M | 37.8% | 1 |
|
|
2024
Q4 | $192M | Sell |
662,446
-882
| -0.1% | -$256K | 37.31% | 1 |
|
|
2024
Q3 | $188M | Buy |
663,328
+20,576
| +3% | +$5.83M | 36.57% | 1 |
|
|
2024
Q2 | $172M | Buy |
642,752
+5,063
| +0.8% | +$1.35M | 37.8% | 1 |
|
|
2024
Q1 | $166M | Buy |
637,689
+54
| +0% | +$14K | 37.53% | 1 |
|
|
2023
Q4 | $135M | Hold |
637,635
| – | – | 35.75% | 1 |
|
|
2023
Q3 | $135M | Buy |
637,635
+11,231
| +2% | +$2.39M | 35.75% | 1 |
|
|
2023
Q2 | $138M | Buy |
626,404
+23,344
| +4% | +$5.14M | 35.29% | 1 |
|
|
2023
Q1 | $123M | Sell |
603,060
-2,860
| -0.5% | -$584K | 35.32% | 1 |
|
|
2022
Q4 | $116M | Buy |
605,920
+49,163
| +9% | +$9.4M | 34.37% | 1 |
|
|
2022
Q3 | $99.9M | Buy |
556,757
+18,891
| +4% | +$3.39M | 33.57% | 1 |
|
|
2022
Q2 | $103M | Buy |
537,866
+6,594
| +1% | +$1.26M | 32.99% | 1 |
|
|
2022
Q1 | $121M | Buy |
531,272
+9,997
| +2% | +$2.28M | 34.67% | 1 |
|
|
2021
Q4 | $126M | Buy |
521,275
+1,481
| +0.3% | +$358K | 35.1% | 1 |
|
|
2021
Q3 | $115M | Buy |
519,794
+10,069
| +2% | +$2.24M | 34.49% | 1 |
|
|
2021
Q2 | $114M | Buy |
509,725
+26,838
| +6% | +$5.98M | 34.36% | 1 |
|
|
2021
Q1 | $99.2M | Buy |
482,887
+107,338
| +29% | +$22.1M | 32.28% | 1 |
|
|
2020
Q4 | $73.1M | Buy |
375,549
+214,470
| +133% | +$41.7M | 27.21% | 1 |
|
|
2020
Q3 | $27.4M | Buy |
161,079
+44,666
| +38% | +$7.61M | 11.56% | 2 |
|
|
2020
Q2 | $18.2M | Buy |
116,413
+4,517
| +4% | +$707K | 8.23% | 4 |
|
|
2020
Q1 | $13.8M | Buy |
111,896
+2,966
| +3% | +$365K | 7.48% | 5 |
|
|
2019
Q4 | $17.8M | Buy |
108,930
+1,479
| +1% | +$242K | 7.96% | 4 |
|
|
2019
Q3 | $16.2M | Buy |
107,451
+172
| +0.2% | +$26K | 7.82% | 5 |
|
|
2019
Q2 | $16.3M | Buy |
107,279
+1,476
| +1% | +$224K | 7.95% | 4 |
|
|
2019
Q1 | $15.5M | Buy |
105,803
+165
| +0.2% | +$24.2K | 8.06% | 4 |
|
|
2018
Q4 | $13.5M | Sell |
105,638
-1,722
| -2% | -$220K | 8.02% | 5 |
|
|
2018
Q3 | $16.1M | Buy |
+107,360
| New | +$16.1M | 8.74% | 4 |
|
|
2018
Q1 | $15.9M | Buy |
117,434
+280
| +0.2% | +$38K | 9.97% | 3 |
|
|
2017
Q4 | $16.1M | Sell |
117,154
-293,775
| -71% | -$40.3M | 10.23% | 3 |
|
|
2017
Q3 | $53.2M | Buy |
410,929
+1,769
| +0.4% | +$229K | 35.58% | 1 |
|
|
2017
Q2 | $51M | Buy |
409,160
+8,529
| +2% | +$1.06M | 35.52% | 1 |
|
|
2017
Q1 | $48.6M | Buy |
400,631
+15,030
| +4% | +$1.82M | 37.3% | 1 |
|
|
2016
Q4 | $44.5M | Buy |
385,601
+16,189
| +4% | +$1.87M | 35.22% | 1 |
|
|
2016
Q3 | $41.1M | Buy |
369,412
+29,643
| +9% | +$3.3M | 33.26% | 1 |
|
|
2016
Q2 | $36.4M | Buy |
339,769
+30,438
| +10% | +$3.26M | 31.69% | 1 |
|
|
2016
Q1 | $32.5M | Buy |
309,331
+37,116
| +14% | +$3.89M | 29.76% | 1 |
|
|
2015
Q4 | $28.7M | Buy |
272,215
+12,158
| +5% | +$1.28M | 28.31% | 1 |
|
|
2015
Q3 | $25.2M | Buy |
260,057
+7,270
| +3% | +$705K | 25.12% | 1 |
|
|
2015
Q2 | $27M | Buy |
252,787
+7,571
| +3% | +$808K | 25.24% | 1 |
|
|
2015
Q1 | $26.7M | Buy |
245,216
+11,355
| +5% | +$1.24M | 24.9% | 1 |
|
|
2014
Q4 | $24.3M | Buy |
+233,861
| New | +$24.3M | 23.98% | 1 |
|