BSW Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
16,049
+565
| +4% | +$72.6K | 0.28% | 49 |
|
|
2025
Q1 | $1.8M | Buy |
15,484
+2,164
| +16% | +$251K | 0.27% | 51 |
|
|
2024
Q4 | $1.56M | Sell |
13,320
-201
| -1% | -$23.6K | 0.23% | 59 |
|
|
2024
Q3 | $1.62M | Buy |
13,521
+2,033
| +18% | +$243K | 0.24% | 49 |
|
|
2024
Q2 | $1.29M | Sell |
11,488
-84
| -0.7% | -$9.46K | 0.21% | 60 |
|
|
2024
Q1 | $1.28M | Buy |
11,572
+832
| +8% | +$91.9K | 0.22% | 65 |
|
|
2023
Q4 | $1.1M | Buy |
10,740
+631
| +6% | +$64.9K | 0.22% | 63 |
|
|
2023
Q3 | $942K | Buy |
10,109
+28
| +0.3% | +$2.61K | 0.21% | 67 |
|
|
2023
Q2 | $978K | Buy |
10,081
+827
| +9% | +$80.2K | 0.2% | 67 |
|
|
2023
Q1 | $852K | Buy |
9,254
+3
| +0% | +$276 | 0.17% | 85 |
|
|
2022
Q4 | $797K | Sell |
9,251
-42
| -0.5% | -$3.62K | 0.17% | 83 |
|
|
2022
Q3 | $733K | Buy |
9,293
+2,846
| +44% | +$224K | 0.18% | 72 |
|
|
2022
Q2 | $550K | Sell |
6,447
-994
| -13% | -$84.8K | 0.13% | 111 |
|
|
2022
Q1 | $754K | Buy |
7,441
+1,002
| +16% | +$102K | 0.19% | 83 |
|
|
2021
Q4 | $692K | Sell |
6,439
-513
| -7% | -$55.1K | 0.17% | 86 |
|
|
2021
Q3 | $708K | Sell |
6,952
-61
| -0.9% | -$6.21K | 0.2% | 64 |
|
|
2021
Q2 | $727K | Sell |
7,013
-635
| -8% | -$65.8K | 0.2% | 69 |
|
|
2021
Q1 | $744K | Buy |
7,648
+187
| +3% | +$18.2K | 0.21% | 60 |
|
|
2020
Q4 | $691K | Sell |
7,461
-3
| -0% | -$278 | 0.21% | 58 |
|
|
2020
Q3 | $602K | Sell |
7,464
-662
| -8% | -$53.4K | 0.23% | 54 |
|
|
2020
Q2 | $608K | Buy |
8,126
+949
| +13% | +$71K | 0.2% | 55 |
|
|
2020
Q1 | $451K | Buy |
7,177
+2,545
| +55% | +$160K | 0.19% | 54 |
|
|
2019
Q4 | $375K | Buy |
4,632
+20
| +0.4% | +$1.62K | 0.13% | 82 |
|
|
2019
Q3 | $345K | Sell |
4,612
-163
| -3% | -$12.2K | 0.13% | 69 |
|
|
2019
Q2 | $359K | Sell |
4,775
-600
| -11% | -$45.1K | 0.14% | 65 |
|
|
2019
Q1 | $393K | Sell |
5,375
-603
| -10% | -$44.1K | 0.16% | 56 |
|
|
2018
Q4 | $391K | Buy |
5,978
+44
| +0.7% | +$2.88K | 0.15% | 58 |
|
|
2018
Q3 | $450K | Buy |
5,934
+390
| +7% | +$29.6K | 0.17% | 51 |
|
|
2018
Q2 | $407K | Sell |
5,544
-473
| -8% | -$34.7K | 0.18% | 48 |
|
|
2018
Q1 | $443K | Buy |
6,017
+1,583
| +36% | +$117K | 0.2% | 42 |
|
|
2017
Q4 | $329K | Buy |
4,434
+34
| +0.8% | +$2.52K | 0.14% | 62 |
|
|
2017
Q3 | $311K | Buy |
4,400
+389
| +10% | +$27.5K | 0.14% | 58 |
|
|
2017
Q2 | $271K | Sell |
4,011
-688
| -15% | -$46.5K | 0.12% | 65 |
|
|
2017
Q1 | $306K | Sell |
4,699
-249
| -5% | -$16.2K | 0.15% | 53 |
|
|
2016
Q4 | $302K | Buy |
4,948
+4,726
| +2,129% | +$288K | 0.16% | 59 |
|
|
2016
Q3 | $3.65K | Sell |
222
-3,459
| -94% | -$56.9K | 0.13% | 59 |
|
|
2016
Q2 | $214K | Sell |
3,681
-153
| -4% | -$8.9K | 0.12% | 60 |
|
|
2016
Q1 | $221K | Sell |
3,834
-804
| -17% | -$46.3K | 0.12% | 60 |
|
|
2015
Q4 | $267K | Sell |
4,638
-246
| -5% | -$14.2K | 0.13% | 51 |
|
|
2015
Q3 | $270K | Sell |
4,884
-133
| -3% | -$7.35K | 0.16% | 49 |
|
|
2015
Q2 | $309K | Sell |
5,017
-858
| -15% | -$52.8K | 0.2% | 46 |
|
|
2015
Q1 | $362K | Sell |
5,875
-708
| -11% | -$43.6K | 0.23% | 37 |
|
|
2014
Q4 | $396K | Sell |
6,583
-1,235
| -16% | -$74.3K | 0.32% | 39 |
|
|
2014
Q3 | $472K | Sell |
7,818
-296
| -4% | -$17.9K | 0.37% | 33 |
|
|
2014
Q2 | $505K | Sell |
8,114
-1,440
| -15% | -$89.6K | 0.4% | 30 |
|
|
2014
Q1 | $570K | Sell |
9,554
-2,224
| -19% | -$133K | 0.46% | 28 |
|
|
2013
Q4 | $700K | Sell |
11,778
-1,540
| -12% | -$91.5K | 0.56% | 23 |
|
|
2013
Q3 | $740K | Buy |
13,318
+150
| +1% | +$8.34K | 0.64% | 19 |
|
|
2013
Q2 | $678K | Buy |
+13,168
| New | +$678K | 0.6% | 21 |
|