Bsw Wealth Partners Vanguard Total World Stk Index Transaction History

Bsw Wealth Partners

$788 Million
Q3 2025

A detailed history of Bsw Wealth Partners transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Bsw Wealth Partners holds 19,025 shares of VT stock, worth $2.63 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

19,025

Previous 16,049 18.54%

Holding current value

$2.63 Million

Previous $2.06 Million 27.11%

% of portfolio

0.33%

Previous 0.29%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$128.41 - $138.03 $382,148 - $410,777	2,976 Added 18.54%	19,025 $2.62 Million
Q2 2025 Jul 18, 2025	BUY	$103.16 - $128.52 $58,285 - $72,613	565 Added 3.65%	16,049 $2.06 Million
Q1 2025 Apr 24, 2025	BUY	$115.08 - $123.97 $249,033 - $268,271	2,164 Added 16.25%	15,484 $1.8 Million
Q4 2024 Jan 22, 2025	SELL	$117.09 - $123.07 $23,535 - $24,737	-201 Reduced 1.49%	13,320 $1.56 Million
Q3 2024 Oct 29, 2024	BUY	$107.72 - $119.96 $218,994 - $243,878	2,033 Added 17.7%	13,521 $1.62 Million
Q2 2024 Jul 16, 2024	SELL	$104.94 - $113.51 $8,814 - $9,534	-84 Reduced 0.73%	11,488 $1.29 Million
Q1 2024 Apr 23, 2024	BUY	$100.68 - $110.5 $83,765 - $91,936	832 Added 7.75%	11,572 $1.28 Million
Q4 2023 Jan 25, 2024	BUY	$88.97 - $103.1 $56,140 - $65,056	631 Added 6.24%	10,740 $1.1 Million
Q3 2023 Oct 27, 2023	BUY	$92.79 - $100.59 $2,598 - $2,816	28 Added 0.28%	10,109 $941,000
Q2 2023 Aug 11, 2023	BUY	$91.33 - $98.06 $75,529 - $81,095	827 Added 8.94%	10,081 $977,000
Q1 2023 May 15, 2023	BUY	$86.24 - $94.55 $258 - $283	3 Added 0.03%	9,254 $852,000
Q4 2022 Feb 13, 2023	SELL	$78.67 - $91.07 $3,304 - $3,824	-42 Reduced 0.45%	9,251 $797,000
Q3 2022 Nov 14, 2022	BUY	$78.88 - $94.48 $224,492 - $268,890	2,846 Added 44.14%	9,293 $733,000
Q2 2022 Aug 15, 2022	SELL	$83.88 - $102.77 $83,376 - $102,153	-994 Reduced 13.36%	6,447 $550,000
Q1 2022 May 16, 2022	BUY	$93.8 - $108.09 $93,987 - $108,306	1,002 Added 15.56%	7,441 $754,000
Q4 2021 Feb 14, 2022	SELL	$101.45 - $109.23 $52,043 - $56,034	-513 Reduced 7.38%	6,439 $692,000
Q3 2021 Nov 15, 2021	SELL	$101.52 - $107.65 $6,192 - $6,566	-61 Reduced 0.87%	6,952 $708,000
Q2 2021 Aug 16, 2021	SELL	$98.57 - $104.51 $62,591 - $66,363	-635 Reduced 8.3%	7,013 $727,000
Q1 2021 May 17, 2021	BUY	$92.05 - $98.71 $17,213 - $18,458	187 Added 2.51%	7,648 $744,000
Q4 2020 Feb 16, 2021	SELL	$78.99 - $92.58 $236 - $277	-3 Reduced 0.04%	7,461 $691,000
Q3 2020 Nov 13, 2020	SELL	$75.3 - $85.07 $49,848 - $56,316	-662 Reduced 8.15%	7,464 $602,000
Q2 2020 Aug 13, 2020	BUY	$60.03 - $78.43 $56,968 - $74,430	949 Added 13.22%	8,126 $608,000
Q1 2020 May 14, 2020	BUY	$54.48 - $83.17 $138,651 - $211,667	2,545 Added 54.94%	7,177 $451,000
Q4 2019 Feb 18, 2020	BUY	$72.8 - $81.27 $1,456 - $1,625	20 Added 0.43%	4,632 $375,000
Q3 2019 Nov 12, 2019	SELL	$74.55 - $76.17 $12,151 - $12,415	-163 Reduced 3.41%	4,612 $345,000
Q2 2019 Aug 13, 2019	SELL	N/A	-600 Reduced 11.16%	4,775 $359,000
Q1 2019 May 14, 2019	SELL	N/A	-603 Reduced 10.09%	5,375 $393,000
Q4 2018 Feb 13, 2019	BUY	N/A	44 Added 0.74%	5,978 $391,000
Q3 2018 Nov 09, 2018	BUY	N/A	390 Added 7.03%	5,934 $450,000
Q2 2018 Aug 07, 2018	SELL	N/A	-473 Reduced 7.86%	5,544 $407,000
Q1 2018 May 10, 2018	BUY	N/A	1,583 Added 35.7%	6,017 $443,000
Q4 2017 Feb 08, 2018	BUY	N/A	34 Added 0.77%	4,434 $329,000
Q3 2017 Nov 03, 2017	BUY	N/A	4,400	4,400 $311,000

Others Institutions Holding VT

# of Institutions

1,170

Shares Held

113M

Call Options Held

314K

Put Options Held

98.6K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account

Bsw Wealth Partners Vanguard Total World Stk Index Transaction History