Bcr Wealth Strategies, LLC Vanguard Total World Stk Index Transaction History

Bcr Wealth Strategies, LLC

$258 Million
Q2 2025

A detailed history of Bcr Wealth Strategies, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 3,638 shares of VT stock, worth $476,723. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,638

Previous 3,449 5.48%

Holding current value

$476,723

Previous $399,000 17.04%

% of portfolio

0.18%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$103.16 - $128.52 $19,497 - $24,290	189 Added 5.48%	3,638 $467,000
Q1 2025 May 09, 2025	SELL	$115.08 - $123.97 $9,896 - $10,661	-86 Reduced 2.43%	3,449 $399,000
Q4 2024 Jan 29, 2025	BUY	$117.09 - $123.07 $155,261 - $163,190	1,326 Added 60.03%	3,535 $415,000
Q3 2024 Oct 18, 2024	SELL	$107.72 - $119.96 $12,603 - $14,035	-117 Reduced 5.03%	2,209 $264,000
Q2 2024 Jul 26, 2024	SELL	$104.94 - $113.51 $6,191 - $6,697	-59 Reduced 2.47%	2,326 $261,000
Q1 2024 May 03, 2024	BUY	$100.68 - $110.5 $4,631 - $5,083	46 Added 1.97%	2,385 $264,000
Q4 2023 Jan 26, 2024	SELL	$88.97 - $103.1 $5,071 - $5,876	-57 Reduced 2.38%	2,339 $240,000
Q3 2023 Oct 20, 2023	SELL	$92.79 - $100.59 $36,744 - $39,833	-396 Reduced 14.18%	2,396 $223,000
Q2 2023 Jul 14, 2023	BUY	$91.33 - $98.06 $254,993 - $273,783	2,792 New	2,792 $270,000
Q3 2022 Nov 04, 2022	BUY	$78.88 - $94.48 $631 - $755	8 Added 0.66%	1,214 $96,000
Q2 2022 Jul 22, 2022	SELL	$83.88 - $102.77 $3,690 - $4,521	-44 Reduced 3.52%	1,206 $103,000
Q1 2022 Apr 29, 2022	BUY	$93.8 - $108.09 $40,427 - $46,586	431 Added 52.63%	1,250 $127,000
Q4 2021 Feb 11, 2022	BUY	$101.45 - $109.23 $83,087 - $89,459	819 New	819 $88,000

Others Institutions Holding VT

# of Institutions

1,123

Shares Held

111M

Call Options Held

315K

Put Options Held

120K

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About VANGUARD TOTAL WORLD STK INDEX

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Bcr Wealth Strategies, LLC Vanguard Total World Stk Index Transaction History