BSW
Buckingham Strategic Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $204M | Buy |
762,645
+4,416
| +0.6% | +$1.18M | 2.11% | 10 |
|
|
2024
Q1 | $197M | Buy |
758,229
+6,599
| +0.9% | +$1.72M | 2.08% | 10 |
|
|
2023
Q4 | $178M | Buy |
751,630
+60,748
| +9% | +$14.4M | 2.12% | 10 |
|
|
2023
Q3 | $147M | Buy |
690,882
+56,323
| +9% | +$12M | 2.08% | 10 |
|
|
2023
Q2 | $140M | Buy |
634,559
+94,045
| +17% | +$20.7M | 1.99% | 11 |
|
|
2023
Q1 | $103M | Hold |
540,514
| – | – | 1.88% | 9 |
|
|
2022
Q4 | $103M | Buy |
540,514
+33,675
| +7% | +$6.44M | 1.88% | 9 |
|
|
2022
Q3 | $91M | Buy |
506,839
+18,195
| +4% | +$3.27M | 1.86% | 10 |
|
|
2022
Q2 | $92.2M | Buy |
488,644
+77,845
| +19% | +$14.7M | 1.82% | 10 |
|
|
2022
Q1 | $93.5M | Sell |
410,799
-16,990
| -4% | -$3.87M | 1.84% | 9 |
|
|
2021
Q4 | $103M | Sell |
427,789
-22,773
| -5% | -$5.5M | 2% | 8 |
|
|
2021
Q3 | $100M | Buy |
450,562
+10,265
| +2% | +$2.28M | 2.05% | 8 |
|
|
2021
Q2 | $98.1M | Buy |
440,297
+109,321
| +33% | +$24.4M | 2.37% | 6 |
|
|
2021
Q1 | $68.4M | Sell |
330,976
-72,030
| -18% | -$14.9M | 3.37% | 4 |
|
|
2020
Q4 | $78.4M | Buy |
403,006
+13,884
| +4% | +$2.7M | 4.12% | 3 |
|
|
2020
Q3 | $66.3M | Sell |
389,122
-23,760
| -6% | -$4.05M | 5.07% | 2 |
|
|
2020
Q2 | $64.6M | Buy |
412,882
+103,774
| +34% | +$16.2M | 6.15% | 1 |
|
|
2020
Q1 | $39.8M | Buy |
309,108
+84,310
| +38% | +$10.9M | 3.84% | 3 |
|
|
2019
Q4 | $36.8M | Buy |
224,798
+31,849
| +17% | +$5.21M | 3.53% | 3 |
|
|
2019
Q3 | $29.1M | Sell |
192,949
-1,938
| -1% | -$293K | 3.16% | 3 |
|
|
2019
Q2 | $29.3M | Buy |
194,887
+4,709
| +2% | +$707K | 3.18% | 4 |
|
|
2019
Q1 | $27.5M | Buy |
190,178
+5,623
| +3% | +$814K | 3.47% | 2 |
|
|
2018
Q4 | $23.6M | Sell |
184,555
-2,035
| -1% | -$260K | 3.6% | 4 |
|
|
2018
Q3 | $27.9M | Sell |
186,590
-6,985
| -4% | -$1.05M | 4.29% | 1 |
|
|
2018
Q2 | $27.2M | Buy |
193,575
+22,961
| +13% | +$3.22M | 4.4% | 2 |
|
|
2018
Q1 | $23.2M | Buy |
170,614
+23,298
| +16% | +$3.16M | 4.51% | 1 |
|
|
2017
Q4 | $20.2M | Buy |
147,316
+2,009
| +1% | +$276K | 4.22% | 3 |
|
|
2017
Q3 | $18.8M | Sell |
145,307
-10,756
| -7% | -$1.39M | 4.48% | 3 |
|
|
2017
Q2 | $19.4M | Buy |
156,063
+42,936
| +38% | +$5.34M | 4.56% | 2 |
|
|
2017
Q1 | $13.7M | Buy |
113,127
+156
| +0.1% | +$18.9K | 3.99% | 5 |
|
|
2016
Q4 | $13M | Sell |
112,971
-322
| -0.3% | -$37.1K | 4.2% | 5 |
|
|
2016
Q3 | $12.6M | Sell |
113,293
-20,778
| -15% | -$2.31M | 4.27% | 4 |
|
|
2016
Q2 | $14.4M | Buy |
134,071
+21,658
| +19% | +$2.32M | 4.89% | 4 |
|
|
2016
Q1 | $11.8M | Buy |
112,413
+8,064
| +8% | +$845K | 3.9% | 4 |
|
|
2015
Q4 | $10.9M | Sell |
104,349
-1,576
| -1% | -$164K | 3.65% | 6 |
|
|
2015
Q3 | $10.5M | Sell |
105,925
-1,341
| -1% | -$132K | 3.69% | 5 |
|
|
2015
Q2 | $11.5M | Sell |
107,266
-1,082
| -1% | -$116K | 3.76% | 5 |
|
|
2015
Q1 | $11.6M | Buy |
108,348
+31,906
| +42% | +$3.42M | 4.37% | 4 |
|
|
2014
Q4 | $8.1M | Buy |
76,442
+7,842
| +11% | +$831K | 3.13% | 6 |
|
|
2014
Q3 | $6.95M | Sell |
68,600
-1,673
| -2% | -$169K | 2.86% | 6 |
|
|
2014
Q2 | $7.15M | Sell |
70,273
-843
| -1% | -$85.8K | 3.12% | 7 |
|
|
2014
Q1 | $6.93M | Buy |
71,116
+1,155
| +2% | +$113K | 3.21% | 7 |
|
|
2013
Q4 | $6.71M | Buy |
69,961
+3,787
| +6% | +$363K | 3.16% | 6 |
|
|
2013
Q3 | $5.8M | Sell |
66,174
-1,557
| -2% | -$136K | 3.07% | 6 |
|
|
2013
Q2 | $5.6M | Buy |
+67,731
| New | +$5.6M | 3.16% | 6 |
|