BSW Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.62M | Buy |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $942K | Buy |
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|
2023
Q2 | $978K | Buy |
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|
2023
Q1 | $852K | Buy |
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|
2022
Q4 | $797K | Sell |
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|
2022
Q3 | $733K | Buy |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $692K | Sell |
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|
2021
Q3 | $708K | Sell |
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|
2021
Q2 | $727K | Sell |
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|
2021
Q1 | $744K | Buy |
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|
2020
Q4 | $691K | Sell |
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|
2020
Q3 | $602K | Sell |
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|
2020
Q2 | $608K | Buy |
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|
2020
Q1 | $451K | Buy |
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|
2019
Q4 | $375K | Buy |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $393K | Sell |
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|
2018
Q4 | $391K | Buy |
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|
2018
Q3 | $450K | Buy |
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|
2018
Q2 | $407K | Sell |
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|
2018
Q1 | $443K | Buy |
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|
2017
Q4 | $329K | Buy |
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|
2017
Q3 | $311K | Buy |
|
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $306K | Sell |
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|
2016
Q4 | $302K | Buy |
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|
2016
Q3 | $3.65K | Sell |
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|
2016
Q2 | $214K | Sell |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $267K | Sell |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $309K | Sell |
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|
2015
Q1 | $362K | Sell |
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|
2014
Q4 | $396K | Sell |
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|
2014
Q3 | $472K | Sell |
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|
2014
Q2 | $505K | Sell |
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|
2014
Q1 | $570K | Sell |
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|
2013
Q4 | $700K | Sell |
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|
2013
Q3 | $740K | Buy |
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|
2013
Q2 | $678K | Buy |
|