BSWM
Boston Standard Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Buy |
35,187
+5,350
| +18% | +$1.03M | 1.22% | 14 |
|
|
2025
Q1 | $5.04M | Sell |
29,837
-2,668
| -8% | -$450K | 1.11% | 13 |
|
|
2024
Q4 | $6.18M | Sell |
32,505
-455
| -1% | -$86.4K | 1.2% | 14 |
|
|
2024
Q3 | $6M | Buy |
32,960
+3,123
| +10% | +$568K | 1.17% | 14 |
|
|
2024
Q2 | $5.04M | Buy |
29,837
+504
| +2% | +$85.1K | 1.11% | 13 |
|
|
2024
Q1 | $5.14M | Sell |
29,333
-1,434
| -5% | -$251K | 1.16% | 13 |
|
|
2023
Q4 | $4.41M | Hold |
30,767
| – | – | 1.16% | 14 |
|
|
2023
Q3 | $4.41M | Buy |
30,767
+198
| +0.6% | +$28.4K | 1.16% | 14 |
|
|
2023
Q2 | $4.55M | Buy |
30,569
+534
| +2% | +$79.5K | 1.16% | 15 |
|
|
2023
Q1 | $4.21M | Sell |
30,035
-442
| -1% | -$62K | 1.21% | 15 |
|
|
2022
Q4 | $4.05M | Buy |
30,477
+4,366
| +17% | +$580K | 1.2% | 15 |
|
|
2022
Q3 | $3.32M | Buy |
26,111
+1,069
| +4% | +$136K | 1.12% | 15 |
|
|
2022
Q2 | $3.33M | Buy |
25,042
+1,246
| +5% | +$166K | 1.07% | 15 |
|
|
2022
Q1 | $3.94M | Buy |
23,796
+1,561
| +7% | +$259K | 1.13% | 16 |
|
|
2021
Q4 | $4.07M | Buy |
22,235
+902
| +4% | +$165K | 1.13% | 15 |
|
|
2021
Q3 | $3.89M | Buy |
21,333
+684
| +3% | +$125K | 1.16% | 14 |
|
|
2021
Q2 | $3.89M | Sell |
20,649
-269
| -1% | -$50.7K | 1.18% | 14 |
|
|
2021
Q1 | $3.65M | Sell |
20,918
-360
| -2% | -$62.9K | 1.19% | 14 |
|
|
2020
Q4 | $3.5M | Buy |
21,278
+662
| +3% | +$109K | 1.3% | 14 |
|
|
2020
Q3 | $2.67M | Buy |
20,616
+591
| +3% | +$76.7K | 1.13% | 14 |
|
|
2020
Q2 | $2.37M | Buy |
20,025
+1,541
| +8% | +$182K | 1.07% | 14 |
|
|
2020
Q1 | $1.57M | Buy |
18,484
+848
| +5% | +$72.1K | 0.85% | 14 |
|
|
2019
Q4 | $2.22M | Sell |
17,636
-278
| -2% | -$35K | 0.99% | 14 |
|
|
2019
Q3 | $2.08M | Buy |
17,914
+122
| +0.7% | +$14.2K | 1% | 14 |
|
|
2019
Q2 | $2.12M | Sell |
17,792
-177
| -1% | -$21.1K | 1.04% | 14 |
|
|
2019
Q1 | $2.1M | Buy |
17,969
+1,479
| +9% | +$173K | 1.09% | 14 |
|
|
2018
Q4 | $1.65M | Buy |
16,490
+204
| +1% | +$20.4K | 0.98% | 15 |
|
|
2018
Q3 | $1.97M | Buy |
+16,286
| New | +$1.97M | 1.07% | 15 |
|
|
2018
Q1 | $2.01M | Sell |
18,006
-628
| -3% | -$70.1K | 1.26% | 16 |
|
|
2017
Q4 | $2.08M | Sell |
18,634
-64,447
| -78% | -$7.2M | 1.32% | 16 |
|
|
2017
Q3 | $8.9M | Sell |
83,081
-200
| -0.2% | -$21.4K | 5.95% | 5 |
|
|
2017
Q2 | $8.57M | Buy |
83,281
+976
| +1% | +$100K | 5.96% | 5 |
|
|
2017
Q1 | $8.22M | Buy |
82,305
+1,327
| +2% | +$133K | 6.31% | 5 |
|
|
2016
Q4 | $7.77M | Buy |
80,978
+1,536
| +2% | +$147K | 6.15% | 5 |
|
|
2016
Q3 | $7.25M | Buy |
79,442
+7,846
| +11% | +$716K | 5.86% | 5 |
|
|
2016
Q2 | $6.12M | Buy |
71,596
+13,541
| +23% | +$1.16M | 5.32% | 5 |
|
|
2016
Q1 | $4.79M | Buy |
58,055
+15,979
| +38% | +$1.32M | 4.39% | 6 |
|
|
2015
Q4 | $3.55M | Buy |
42,076
+18,504
| +78% | +$1.56M | 3.51% | 8 |
|
|
2015
Q3 | $1.89M | Buy |
23,572
+8,678
| +58% | +$697K | 1.89% | 14 |
|
|
2015
Q2 | $1.36M | Buy |
14,894
+876
| +6% | +$80.2K | 1.28% | 15 |
|
|
2015
Q1 | $1.31M | Buy |
14,018
+85
| +0.6% | +$7.93K | 1.22% | 15 |
|
|
2014
Q4 | $1.2M | Buy |
+13,933
| New | +$1.2M | 1.19% | 17 |
|