BSW
Buckingham Strategic Wealth’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.06M | Buy |
36,308
+250
| +0.7% | +$62.4K | 0.09% | 101 |
|
|
2024
Q1 | $8.65M | Sell |
36,058
-824
| -2% | -$198K | 0.09% | 103 |
|
|
2023
Q4 | $8.05M | Sell |
36,882
-1,716
| -4% | -$374K | 0.1% | 107 |
|
|
2023
Q3 | $7.55M | Sell |
38,598
-469
| -1% | -$91.8K | 0.11% | 103 |
|
|
2023
Q2 | $7.92M | Buy |
39,067
+1,434
| +4% | +$291K | 0.11% | 100 |
|
|
2023
Q1 | $6.56M | Hold |
37,633
| – | – | 0.12% | 97 |
|
|
2022
Q4 | $6.56M | Sell |
37,633
-969
| -3% | -$169K | 0.12% | 97 |
|
|
2022
Q3 | $6.31M | Buy |
38,602
+91
| +0.2% | +$14.9K | 0.13% | 91 |
|
|
2022
Q2 | $6.64M | Buy |
38,511
+9,408
| +32% | +$1.62M | 0.13% | 89 |
|
|
2022
Q1 | $6.07M | Buy |
29,103
+3,468
| +14% | +$723K | 0.12% | 92 |
|
|
2021
Q4 | $5.67M | Buy |
25,635
+1,877
| +8% | +$415K | 0.11% | 95 |
|
|
2021
Q3 | $4.77M | Buy |
23,758
+1,201
| +5% | +$241K | 0.1% | 108 |
|
|
2021
Q2 | $4.53M | Buy |
22,557
+124
| +0.6% | +$24.9K | 0.11% | 110 |
|
|
2021
Q1 | $4.16M | Sell |
22,433
-1,836
| -8% | -$340K | 0.21% | 99 |
|
|
2020
Q4 | $4.27M | Buy |
24,269
+1,508
| +7% | +$265K | 0.22% | 96 |
|
|
2020
Q3 | $3.56M | Buy |
22,761
+925
| +4% | +$145K | 0.27% | 77 |
|
|
2020
Q2 | $3.12M | Buy |
21,836
+808
| +4% | +$116K | 0.3% | 72 |
|
|
2020
Q1 | $2.49M | Sell |
21,028
-1,777
| -8% | -$210K | 0.24% | 80 |
|
|
2019
Q4 | $3.37M | Buy |
22,805
+23
| +0.1% | +$3.4K | 0.32% | 69 |
|
|
2019
Q3 | $3.11M | Sell |
22,782
-567
| -2% | -$77.3K | 0.34% | 65 |
|
|
2019
Q2 | $3.15M | Sell |
23,349
-707
| -3% | -$95.3K | 0.34% | 66 |
|
|
2019
Q1 | $3.12M | Buy |
24,056
+3,905
| +19% | +$507K | 0.39% | 60 |
|
|
2018
Q4 | $2.32M | Sell |
20,151
-162
| -0.8% | -$18.6K | 0.35% | 59 |
|
|
2018
Q3 | $2.71M | Sell |
20,313
-40
| -0.2% | -$5.34K | 0.42% | 52 |
|
|
2018
Q2 | $2.54M | Buy |
20,353
+2,178
| +12% | +$272K | 0.41% | 51 |
|
|
2018
Q1 | $2.2M | Buy |
18,175
+2,938
| +19% | +$356K | 0.43% | 50 |
|
|
2017
Q4 | $1.87M | Sell |
15,237
-636
| -4% | -$78K | 0.39% | 57 |
|
|
2017
Q3 | $1.83M | Sell |
15,873
-4,324
| -21% | -$499K | 0.44% | 55 |
|
|
2017
Q2 | $2.24M | Buy |
20,197
+411
| +2% | +$45.6K | 0.53% | 41 |
|
|
2017
Q1 | $2.14M | Buy |
19,786
+670
| +4% | +$72.4K | 0.62% | 29 |
|
|
2016
Q4 | $1.96M | Buy |
19,116
+92
| +0.5% | +$9.42K | 0.63% | 32 |
|
|
2016
Q3 | $1.89M | Sell |
19,024
-2,074
| -10% | -$206K | 0.64% | 32 |
|
|
2016
Q2 | $2.02M | Buy |
21,098
+2,441
| +13% | +$234K | 0.69% | 30 |
|
|
2016
Q1 | $1.75M | Hold |
18,657
| – | – | 0.58% | 36 |
|
|
2015
Q4 | $1.74M | Sell |
18,657
-495
| -3% | -$46.3K | 0.58% | 34 |
|
|
2015
Q3 | $1.69M | Hold |
19,152
| – | – | 0.59% | 35 |
|
|
2015
Q2 | $1.82M | Hold |
19,152
| – | – | 0.6% | 35 |
|
|
2015
Q1 | $1.82M | Sell |
19,152
-350
| -2% | -$33.3K | 0.69% | 27 |
|
|
2014
Q4 | $1.84M | Hold |
19,502
| – | – | 0.71% | 26 |
|
|
2014
Q3 | $1.76M | Sell |
19,502
-915
| -4% | -$82.8K | 0.73% | 27 |
|
|
2014
Q2 | $1.84M | Sell |
20,417
-700
| -3% | -$63K | 0.8% | 23 |
|
|
2014
Q1 | $1.82M | Sell |
21,117
-1,200
| -5% | -$103K | 0.84% | 22 |
|
|
2013
Q4 | $1.89M | Sell |
22,317
-488
| -2% | -$41.4K | 0.89% | 22 |
|
|
2013
Q3 | $1.76M | Sell |
22,805
-1,653
| -7% | -$128K | 0.93% | 21 |
|
|
2013
Q2 | $1.8M | Buy |
+24,458
| New | +$1.8M | 1.01% | 21 |
|