BWM
Brickley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Sell |
7,210
-8
| -0.1% | -$1.03K | 0.18% | 27 |
|
|
2025
Q1 | $837K | Buy |
7,218
+71
| +1% | +$8.23K | 0.17% | 25 |
|
|
2024
Q4 | $840K | Buy |
7,147
+223
| +3% | +$26.2K | 0.17% | 26 |
|
|
2024
Q3 | $829K | Buy |
6,924
+9
| +0.1% | +$1.08K | 0.17% | 28 |
|
|
2024
Q2 | $779K | Buy |
6,915
+19
| +0.3% | +$2.14K | 0.17% | 27 |
|
|
2024
Q1 | $762K | Buy |
6,896
+143
| +2% | +$15.8K | 0.17% | 27 |
|
|
2023
Q4 | $695K | Sell |
6,753
-872
| -11% | -$89.7K | 0.17% | 28 |
|
|
2023
Q3 | $710K | Sell |
7,625
-2,553
| -25% | -$238K | 0.19% | 27 |
|
|
2023
Q2 | $987K | Buy |
10,178
+672
| +7% | +$65.2K | 0.25% | 27 |
|
|
2023
Q1 | $875K | Sell |
9,506
-10,816
| -53% | -$996K | 0.24% | 27 |
|
|
2022
Q4 | $1.75M | Buy |
20,322
+14,843
| +271% | +$1.28M | 0.52% | 21 |
|
|
2022
Q3 | $432K | Buy |
5,479
+867
| +19% | +$68.4K | 0.14% | 29 |
|
|
2022
Q2 | $394K | Buy |
4,612
+518
| +13% | +$44.3K | 0.12% | 34 |
|
|
2022
Q1 | $415K | Buy |
4,094
+175
| +4% | +$17.7K | 0.11% | 31 |
|
|
2021
Q4 | $421K | Buy |
3,919
+168
| +4% | +$18K | 0.09% | 31 |
|
|
2021
Q3 | $382K | Buy |
3,751
+236
| +7% | +$24K | 0.1% | 30 |
|
|
2021
Q2 | $364K | Buy |
3,515
+157
| +5% | +$16.3K | 0.09% | 32 |
|
|
2021
Q1 | $327K | Buy |
+3,358
| New | +$327K | 0.09% | 31 |
|
|
2019
Q3 | – | Sell |
-7,390
| Closed | -$555K | – | 48 |
|
|
2019
Q2 | $555K | Buy |
7,390
+766
| +12% | +$57.5K | 0.23% | 25 |
|
|
2019
Q1 | $485K | Buy |
6,624
+1,596
| +32% | +$117K | 0.21% | 27 |
|
|
2018
Q4 | $329K | Buy |
5,028
+407
| +9% | +$26.6K | 0.16% | 31 |
|
|
2018
Q3 | $350K | Buy |
4,621
+322
| +7% | +$24.4K | 0.17% | 31 |
|
|
2018
Q2 | $315K | Buy |
+4,299
| New | +$315K | 0.14% | 21 |
|