BSW
Buckingham Strategic Wealth’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.87M | Buy |
69,851
+8
| +0% | +$901 | 0.08% | 105 |
|
|
2024
Q1 | $7.72M | Buy |
69,843
+3,856
| +6% | +$426K | 0.08% | 111 |
|
|
2023
Q4 | $6.79M | Sell |
65,987
-1,167
| -2% | -$120K | 0.08% | 120 |
|
|
2023
Q3 | $6.26M | Buy |
67,154
+696
| +1% | +$64.9K | 0.09% | 116 |
|
|
2023
Q2 | $6.45M | Buy |
66,458
+6,415
| +11% | +$622K | 0.09% | 114 |
|
|
2023
Q1 | $5.18M | Hold |
60,043
| – | – | 0.09% | 110 |
|
|
2022
Q4 | $5.18M | Buy |
60,043
+8,338
| +16% | +$719K | 0.09% | 110 |
|
|
2022
Q3 | $4.08M | Buy |
51,705
+2,217
| +4% | +$175K | 0.08% | 117 |
|
|
2022
Q2 | $4.22M | Buy |
49,488
+6,901
| +16% | +$589K | 0.08% | 118 |
|
|
2022
Q1 | $4.31M | Buy |
42,587
+13,302
| +45% | +$1.35M | 0.09% | 116 |
|
|
2021
Q4 | $3.15M | Buy |
29,285
+1,199
| +4% | +$129K | 0.06% | 143 |
|
|
2021
Q3 | $2.86M | Buy |
28,086
+184
| +0.7% | +$18.7K | 0.06% | 145 |
|
|
2021
Q2 | $2.89M | Buy |
27,902
+2,361
| +9% | +$245K | 0.07% | 144 |
|
|
2021
Q1 | $2.49M | Buy |
25,541
+348
| +1% | +$33.9K | 0.12% | 132 |
|
|
2020
Q4 | $2.33M | Buy |
25,193
+4,132
| +20% | +$382K | 0.12% | 135 |
|
|
2020
Q3 | $1.7M | Buy |
21,061
+1,907
| +10% | +$154K | 0.13% | 125 |
|
|
2020
Q2 | $1.43M | Buy |
19,154
+3,207
| +20% | +$240K | 0.14% | 118 |
|
|
2020
Q1 | $1M | Buy |
15,947
+11,690
| +275% | +$734K | 0.1% | 162 |
|
|
2019
Q4 | $345K | Sell |
4,257
-313
| -7% | -$25.4K | 0.03% | 325 |
|
|
2019
Q3 | $342K | Buy |
4,570
+126
| +3% | +$9.43K | 0.04% | 298 |
|
|
2019
Q2 | $334K | Buy |
4,444
+1,234
| +38% | +$92.7K | 0.04% | 312 |
|
|
2019
Q1 | $235K | Buy |
3,210
+2
| +0.1% | +$146 | 0.03% | 354 |
|
|
2018
Q4 | $210K | Sell |
3,208
-35
| -1% | -$2.29K | 0.03% | 318 |
|
|
2018
Q3 | $246K | Sell |
3,243
-430
| -12% | -$32.6K | 0.04% | 308 |
|
|
2018
Q2 | $269K | Buy |
3,673
+11
| +0.3% | +$806 | 0.04% | 283 |
|
|
2018
Q1 | $270K | Sell |
3,662
-112
| -3% | -$8.26K | 0.05% | 256 |
|
|
2017
Q4 | $280K | Buy |
3,774
+90
| +2% | +$6.68K | 0.06% | 248 |
|
|
2017
Q3 | $261K | Sell |
3,684
-251
| -6% | -$17.8K | 0.06% | 241 |
|
|
2017
Q2 | $266K | Buy |
+3,935
| New | +$266K | 0.06% | 234 |
|