BWP
BSW Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Hold |
3,250
| – | – | 0.13% | 98 |
|
|
2025
Q1 | $835K | Hold |
3,250
| – | – | 0.13% | 94 |
|
|
2024
Q4 | $877K | Hold |
3,250
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $856K | Hold |
3,250
| – | – | 0.13% | 87 |
|
|
2024
Q2 | $811K | Hold |
3,250
| – | – | 0.13% | 91 |
|
|
2024
Q1 | $779K | Hold |
3,250
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $709K | Hold |
3,250
| – | – | 0.14% | 95 |
|
|
2023
Q3 | $636K | Hold |
3,250
| – | – | 0.14% | 88 |
|
|
2023
Q2 | $659K | Hold |
3,250
| – | – | 0.14% | 92 |
|
|
2023
Q1 | $607K | Hold |
3,250
| – | – | 0.12% | 117 |
|
|
2022
Q4 | $566K | Hold |
3,250
| – | – | 0.12% | 124 |
|
|
2022
Q3 | $532K | Hold |
3,250
| – | – | 0.13% | 109 |
|
|
2022
Q2 | $560K | Hold |
3,250
| – | – | 0.13% | 110 |
|
|
2022
Q1 | $678K | Hold |
3,250
| – | – | 0.17% | 98 |
|
|
2021
Q4 | $718K | Hold |
3,250
| – | – | 0.18% | 81 |
|
|
2021
Q3 | $653K | Hold |
3,250
| – | – | 0.18% | 74 |
|
|
2021
Q2 | $652K | Hold |
3,250
| – | – | 0.18% | 78 |
|
|
2021
Q1 | $602K | Hold |
3,250
| – | – | 0.17% | 75 |
|
|
2020
Q4 | $571K | Hold |
3,250
| – | – | 0.18% | 74 |
|
|
2020
Q3 | $508K | Hold |
3,250
| – | – | 0.19% | 69 |
|
|
2020
Q2 | $465K | Hold |
3,250
| – | – | 0.16% | 69 |
|
|
2020
Q1 | $385K | Hold |
3,250
| – | – | 0.16% | 66 |
|
|
2019
Q4 | $480K | Hold |
3,250
| – | – | 0.16% | 63 |
|
|
2019
Q3 | $443K | Hold |
3,250
| – | – | 0.17% | 54 |
|
|
2019
Q2 | $438K | Hold |
3,250
| – | – | 0.17% | 55 |
|
|
2019
Q1 | $422K | Hold |
3,250
| – | – | 0.17% | 54 |
|
|
2018
Q4 | $373K | Hold |
3,250
| – | – | 0.14% | 60 |
|
|
2018
Q3 | $434K | Hold |
3,250
| – | – | 0.17% | 53 |
|
|
2018
Q2 | $405K | Hold |
3,250
| – | – | 0.18% | 49 |
|
|
2018
Q1 | $394K | Hold |
3,250
| – | – | 0.18% | 46 |
|
|
2017
Q4 | $398K | Hold |
3,250
| – | – | 0.17% | 51 |
|
|
2017
Q3 | $375K | Hold |
3,250
| – | – | 0.16% | 50 |
|
|
2017
Q2 | $361K | Hold |
3,250
| – | – | 0.16% | 50 |
|
|
2017
Q1 | $351K | Hold |
3,250
| – | – | 0.17% | 47 |
|
|
2016
Q4 | $333K | Buy |
3,250
+2,928
| +909% | +$300K | 0.17% | 52 |
|
|
2016
Q3 | $3.25K | Sell |
322
-2,928
| -90% | -$29.6K | 0.11% | 60 |
|
|
2016
Q2 | $312K | Hold |
3,250
| – | – | 0.17% | 51 |
|
|
2016
Q1 | $306K | Hold |
3,250
| – | – | 0.17% | 47 |
|
|
2015
Q4 | $304K | Hold |
3,250
| – | – | 0.15% | 47 |
|
|
2015
Q3 | $286K | Hold |
3,250
| – | – | 0.17% | 47 |
|
|
2015
Q2 | $308K | Hold |
3,250
| – | – | 0.2% | 47 |
|
|
2015
Q1 | $309K | Hold |
3,250
| – | – | 0.2% | 43 |
|
|
2014
Q4 | $307K | Hold |
3,250
| – | – | 0.25% | 49 |
|
|
2014
Q3 | $294K | Hold |
3,250
| – | – | 0.23% | 46 |
|
|
2014
Q2 | $293K | Hold |
3,250
| – | – | 0.23% | 42 |
|
|
2014
Q1 | $280K | Hold |
3,250
| – | – | 0.23% | 39 |
|
|
2013
Q4 | $276K | Hold |
3,250
| – | – | 0.22% | 40 |
|
|
2013
Q3 | $251K | Hold |
3,250
| – | – | 0.22% | 40 |
|
|
2013
Q2 | $239K | Buy |
+3,250
| New | +$239K | 0.21% | 40 |
|