Ownership history in BSW Wealth Partners · 15 quarters on record
This page tracks every 13F SEC filing in which BSW Wealth Partners reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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 | 564,060 | +23,287 | +4.3% | 4.06% | $33.8M | $59.57 |
| 2025 Q3 | ADDED | 540,773 | +40,226 | +8.0% | 4.04% | $32.5M | $58.92 |
| 2025 Q2 | ADDED | 500,547 | +36,686 | +7.9% | 4.10% | $29.9M | $58.14 |
| 2025 Q1 | ADDED | 463,861 | +35,234 | +8.2% | 4.18% | $27.6M | $57.19 |
| 2024 Q4 | ADDED | 428,627 | +19,970 | +4.9% | 3.65% | $24.9M | $55.49 |
| 2024 Q3 | ADDED | 408,657 | +14,745 | +3.7% | 3.71% | $24.7M | $57.09 |
| 2024 Q2 | ADDED | 393,912 | +33,744 | +9.4% | 3.76% | $22.9M | $54.51 |
| 2024 Q1 | ADDED | 360,168 | +14,899 | +4.3% | 3.57% | $21.1M | $54.31 |
| 2023 Q4 | ADDED | 345,269 | +14,281 | +4.3% | 4.06% | $20.5M | $54.73 |
| 2023 Q3 | ADDED | 330,988 | +20,590 | +6.6% | 4.21% | $18.9M | $52.17 |
As of 2025 Q4 — sorted by position size