BAWC
Boyce & Associates Wealth Consulting’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 | $1.06M | Sell |
8,250
-1,441
| -15% | -$185K | 0.97% | 22 |
|
|
2025
Q1 | $1.12M | Sell |
9,691
-506
| -5% | -$58.7K | 1.12% | 20 |
|
|
2024
Q4 | $1.2M | Sell |
10,197
-349
| -3% | -$41K | 1.21% | 18 |
|
|
2024
Q3 | $1.26M | Sell |
10,546
-76
| -0.7% | -$9.1K | 1.31% | 14 |
|
|
2024
Q2 | $1.2M | Sell |
10,622
-554
| -5% | -$62.4K | 1.41% | 13 |
|
|
2024
Q1 | $1.23M | Buy |
11,176
+393
| +4% | +$43.4K | 1.59% | 12 |
|
|
2023
Q4 | $1.11M | Buy |
10,783
+110
| +1% | +$11.3K | 1.61% | 13 |
|
|
2023
Q3 | $994K | Sell |
10,673
-1,350
| -11% | -$126K | 1.66% | 14 |
|
|
2023
Q2 | $1.17M | Buy |
12,023
+17
| +0.1% | +$1.65K | 1.95% | 12 |
|
|
2023
Q1 | $1.1M | Buy |
12,006
+618
| +5% | +$56.8K | 1.98% | 13 |
|
|
2022
Q4 | $982K | Sell |
11,388
-351
| -3% | -$30.3K | 1.88% | 13 |
|
|
2022
Q3 | $926K | Buy |
11,739
+257
| +2% | +$20.3K | 1.91% | 13 |
|
|
2022
Q2 | $980K | Buy |
11,482
+97
| +0.9% | +$8.28K | 1.78% | 14 |
|
|
2022
Q1 | $1.15M | Buy |
+11,385
| New | +$1.15M | 1.72% | 16 |
|