Ownership history in BCS Wealth Management · 24 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in VANGUARD SCOTTSDALE FDS (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 288,032 | +161,696 | +128.0% | 2.32% | $23.0M | $79.17 |
| 2025 Q3 | REDUCED | 126,336 | -1,102 | -0.9% | 2.28% | $10.1M | $78.20 |
| 2025 Q2 | ADDED | 127,438 | +14,315 | +12.7% | 2.18% | $10.1M | $76.93 |
| 2025 Q1 | REDUCED | 113,123 | -5,595 | -4.7% | 2.30% | $8.9M | $75.55 |
| 2024 Q4 | ADDED | 118,718 | +16,983 | +16.7% | 2.30% | $9.3M | $74.15 |
| 2024 Q3 | REDUCED | 101,735 | -4,613 | -4.3% | 3.44% | $8.1M | $74.45 |
| 2024 Q2 | ADDED | 106,348 | +5,497 | +5.5% | 4.00% | $8.2M | $71.72 |
| 2024 Q1 | ADDED | 100,851 | +4,289 | +4.4% | 2.50% | $7.8M | $71.04 |
| 2023 Q4 | ADDED | 96,562 | +3,164 | +3.4% | 2.75% | $7.5M | $70.67 |
| 2023 Q3 | ADDED | 93,398 | +560 | +0.6% | 2.92% | $7.0M | $67.84 |
As of 2025 Q4 — sorted by position size