BWP
BSW Wealth Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
145,858
+22,470
| +18% | +$1.28M | 1.14% | 16 |
|
|
2025
Q1 | $6.27M | Buy |
123,388
+6,910
| +6% | +$351K | 0.95% | 20 |
|
|
2024
Q4 | $5.57M | Buy |
116,478
+22,308
| +24% | +$1.07M | 0.82% | 25 |
|
|
2024
Q3 | $4.97M | Sell |
94,170
-2,367
| -2% | -$125K | 0.75% | 24 |
|
|
2024
Q2 | $4.77M | Buy |
96,537
+2,123
| +2% | +$105K | 0.78% | 27 |
|
|
2024
Q1 | $4.74M | Buy |
94,414
+9,122
| +11% | +$458K | 0.8% | 27 |
|
|
2023
Q4 | $4.09M | Buy |
85,292
+1,311
| +2% | +$62.8K | 0.81% | 22 |
|
|
2023
Q3 | $3.67M | Sell |
83,981
-6,098
| -7% | -$267K | 0.82% | 21 |
|
|
2023
Q2 | $4.16M | Sell |
90,079
-8,749
| -9% | -$404K | 0.87% | 20 |
|
|
2023
Q1 | $4.46M | Sell |
98,828
-560
| -0.6% | -$25.3K | 0.91% | 20 |
|
|
2022
Q4 | $4.17M | Sell |
99,388
-36,686
| -27% | -$1.54M | 0.9% | 21 |
|
|
2022
Q3 | $4.95M | Buy |
136,074
+1,830
| +1% | +$66.5K | 1.22% | 15 |
|
|
2022
Q2 | $5.48M | Sell |
134,244
-18,887
| -12% | -$771K | 1.31% | 14 |
|
|
2022
Q1 | $7.36M | Sell |
153,131
-4,426
| -3% | -$213K | 1.86% | 10 |
|
|
2021
Q4 | $8.05M | Buy |
157,557
+513
| +0.3% | +$26.2K | 2.02% | 9 |
|
|
2021
Q3 | $7.93M | Sell |
157,044
-3,188
| -2% | -$161K | 2.22% | 9 |
|
|
2021
Q2 | $8.26M | Sell |
160,232
-18,756
| -10% | -$966K | 2.27% | 9 |
|
|
2021
Q1 | $8.79M | Sell |
178,988
-46,034
| -20% | -$2.26M | 2.54% | 9 |
|
|
2020
Q4 | $10.6M | Sell |
225,022
-1,370
| -0.6% | -$64.7K | 3.27% | 9 |
|
|
2020
Q3 | $9.26M | Sell |
226,392
-13,703
| -6% | -$560K | 3.48% | 7 |
|
|
2020
Q2 | $9.31M | Sell |
240,095
-13,719
| -5% | -$532K | 3.12% | 8 |
|
|
2020
Q1 | $8.46M | Sell |
253,814
-44,172
| -15% | -$1.47M | 3.51% | 7 |
|
|
2019
Q4 | $13.1M | Sell |
297,986
-2,407
| -0.8% | -$106K | 4.47% | 5 |
|
|
2019
Q3 | $12.3M | Sell |
300,393
-20,121
| -6% | -$827K | 4.75% | 5 |
|
|
2019
Q2 | $13.4M | Sell |
320,514
-2,314
| -0.7% | -$96.5K | 5.05% | 5 |
|
|
2019
Q1 | $13.2M | Sell |
322,828
-142,816
| -31% | -$5.84M | 5.22% | 5 |
|
|
2018
Q4 | $17.3M | Buy |
465,644
+364,159
| +359% | +$13.5M | 6.52% | 4 |
|
|
2018
Q3 | $4.39M | Buy |
101,485
+5,073
| +5% | +$219K | 1.67% | 13 |
|
|
2018
Q2 | $4.14M | Buy |
96,412
+1,169
| +1% | +$50.1K | 1.79% | 13 |
|
|
2018
Q1 | $4.22M | Sell |
95,243
-503
| -0.5% | -$22.3K | 1.89% | 11 |
|
|
2017
Q4 | $4.3M | Buy |
95,746
+888
| +0.9% | +$39.8K | 1.79% | 11 |
|
|
2017
Q3 | $4.12M | Sell |
94,858
-417
| -0.4% | -$18.1K | 1.79% | 12 |
|
|
2017
Q2 | $3.94M | Buy |
95,275
+1,065
| +1% | +$44K | 1.79% | 11 |
|
|
2017
Q1 | $3.7M | Sell |
94,210
-1,167
| -1% | -$45.9K | 1.83% | 11 |
|
|
2016
Q4 | $3.49M | Buy |
95,377
+91,837
| +2,594% | +$3.36M | 1.82% | 11 |
|
|
2016
Q3 | $94.6K | Sell |
3,540
-90,648
| -96% | -$2.42M | 3.27% | 7 |
|
|
2016
Q2 | $3.33M | Sell |
94,188
-5,300
| -5% | -$187K | 1.83% | 9 |
|
|
2016
Q1 | $3.57M | Buy |
99,488
+33,537
| +51% | +$1.2M | 2.01% | 10 |
|
|
2015
Q4 | $2.42M | Buy |
+65,951
| New | +$2.42M | 1.21% | 15 |
|