BSWM
Boston Standard Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
395,006
+28,290
| +8% | +$1.4M | 3.52% | 9 |
|
|
2025
Q1 | $16M | Sell |
366,716
-26,954
| -7% | -$1.18M | 3.53% | 8 |
|
|
2024
Q4 | $17.3M | Buy |
393,670
+7,883
| +2% | +$347K | 3.37% | 8 |
|
|
2024
Q3 | $18.5M | Buy |
385,787
+19,071
| +5% | +$913K | 3.59% | 8 |
|
|
2024
Q2 | $16M | Buy |
366,716
+5,069
| +1% | +$222K | 3.53% | 8 |
|
|
2024
Q1 | $15.1M | Buy |
361,647
+24,934
| +7% | +$1.04M | 3.42% | 8 |
|
|
2023
Q4 | $13.2M | Hold |
336,713
| – | – | 3.49% | 8 |
|
|
2023
Q3 | $13.2M | Buy |
336,713
+9,233
| +3% | +$362K | 3.49% | 8 |
|
|
2023
Q2 | $13.3M | Buy |
327,480
+20,443
| +7% | +$832K | 3.41% | 8 |
|
|
2023
Q1 | $12.4M | Sell |
307,037
-3,835
| -1% | -$155K | 3.56% | 8 |
|
|
2022
Q4 | $12.1M | Buy |
310,872
+31,205
| +11% | +$1.22M | 3.6% | 8 |
|
|
2022
Q3 | $10.2M | Buy |
279,667
+34,808
| +14% | +$1.27M | 3.43% | 8 |
|
|
2022
Q2 | $10.1M | Buy |
244,859
+36,784
| +18% | +$1.52M | 3.26% | 8 |
|
|
2022
Q1 | $9.6M | Buy |
208,075
+74,375
| +56% | +$3.43M | 2.75% | 11 |
|
|
2021
Q4 | $6.61M | Buy |
133,700
+64,924
| +94% | +$3.21M | 1.84% | 13 |
|
|
2021
Q3 | $3.44M | Buy |
68,776
+14,418
| +27% | +$721K | 1.03% | 15 |
|
|
2021
Q2 | $2.95M | Buy |
54,358
+2,057
| +4% | +$112K | 0.89% | 16 |
|
|
2021
Q1 | $2.71M | Buy |
52,301
+8,339
| +19% | +$432K | 0.88% | 16 |
|
|
2020
Q4 | $2.2M | Buy |
43,962
+1,553
| +4% | +$77.8K | 0.82% | 16 |
|
|
2020
Q3 | $1.83M | Buy |
42,409
+1,359
| +3% | +$58.8K | 0.77% | 16 |
|
|
2020
Q2 | $1.63M | Buy |
41,050
+3,342
| +9% | +$132K | 0.73% | 16 |
|
|
2020
Q1 | $1.22M | Buy |
37,708
+3,339
| +10% | +$108K | 0.66% | 17 |
|
|
2019
Q4 | $1.53M | Buy |
34,369
+431
| +1% | +$19.2K | 0.68% | 16 |
|
|
2019
Q3 | $1.37M | Buy |
33,938
+675
| +2% | +$27.2K | 0.66% | 16 |
|
|
2019
Q2 | $1.43M | Sell |
33,263
-281
| -0.8% | -$12.1K | 0.7% | 16 |
|
|
2019
Q1 | $1.45M | Buy |
33,544
+604
| +2% | +$26.1K | 0.75% | 17 |
|
|
2018
Q4 | $1.26M | Sell |
32,940
-1,626
| -5% | -$62K | 0.75% | 18 |
|
|
2018
Q3 | $1.41M | Buy |
+34,566
| New | +$1.41M | 0.76% | 17 |
|
|
2018
Q1 | $1.43M | Sell |
30,433
-847
| -3% | -$39.8K | 0.89% | 19 |
|
|
2017
Q4 | $1.44M | Sell |
31,280
-76,923
| -71% | -$3.53M | 0.91% | 19 |
|
|
2017
Q3 | $4.71M | Buy |
108,203
+2,445
| +2% | +$107K | 3.15% | 7 |
|
|
2017
Q2 | $4.34M | Buy |
105,758
+6,871
| +7% | +$282K | 3.02% | 9 |
|
|
2017
Q1 | $3.93M | Buy |
98,887
+8,351
| +9% | +$332K | 3.01% | 8 |
|
|
2016
Q4 | $3.24M | Buy |
90,536
+9,557
| +12% | +$342K | 2.57% | 9 |
|
|
2016
Q3 | $3.05M | Buy |
80,979
+15,480
| +24% | +$582K | 2.46% | 10 |
|
|
2016
Q2 | $2.31M | Sell |
65,499
-3,921
| -6% | -$138K | 2.01% | 10 |
|
|
2016
Q1 | $2.4M | Buy |
69,420
+558
| +0.8% | +$19.3K | 2.2% | 10 |
|
|
2015
Q4 | $2.25M | Sell |
68,862
-1,014
| -1% | -$33.2K | 2.22% | 11 |
|
|
2015
Q3 | $2.25M | Buy |
69,876
+1,910
| +3% | +$61.5K | 2.24% | 11 |
|
|
2015
Q2 | $2.74M | Buy |
67,966
+60
| +0.1% | +$2.42K | 2.57% | 11 |
|
|
2015
Q1 | $2.97M | Buy |
67,906
+1,635
| +2% | +$71.6K | 2.77% | 11 |
|
|
2014
Q4 | $2.64M | Buy |
+66,271
| New | +$2.64M | 2.61% | 11 |
|