BDWM
Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $114M | Buy |
1,228,219
+636,046
| +107% | +$59.2M | 12.46% | 2 |
|
|
2022
Q1 | $60M | Buy |
592,173
+29,622
| +5% | +$3M | 6.71% | 3 |
|
|
2021
Q4 | $60.4M | Sell |
562,551
-149,144
| -21% | -$16M | 6.51% | 3 |
|
|
2021
Q3 | $72.5M | Buy |
711,695
+48,015
| +7% | +$4.89M | 8.26% | 2 |
|
|
2021
Q2 | $68.8M | Buy |
663,680
+74,538
| +13% | +$7.72M | 8.35% | 2 |
|
|
2021
Q1 | $57.3M | Buy |
589,142
+34,585
| +6% | +$3.36M | 8.75% | 3 |
|
|
2020
Q4 | $51.3M | Sell |
554,557
-213,621
| -28% | -$19.8M | 8.64% | 3 |
|
|
2020
Q3 | $61.9M | Buy |
768,178
+109,598
| +17% | +$8.84M | 11.45% | 1 |
|
|
2020
Q2 | $49.3M | Buy |
+658,580
| New | +$49.3M | 10.53% | 1 |
|