VANGUARD WORLD FD

Ticker: MGV CUSIP: 921910840 Class: MEGA CAP VAL ETF

BSW Wealth Partners's Holding History (CIK: 0001512601)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 36,420 Value ($000) $5,141 Avg Close Range
Q3 2025
Shares 43,138 Value ($000) $5,942 Avg Close Range
Q2 2025
Shares 47,224 Value ($000) $6,196 Avg Close Range
Q1 2025
Shares 64,152 Value ($000) $8,265 Avg Close Range
Q4 2024
Shares 69,465 Value ($000) $8,677 Avg Close Range
Q3 2024
Shares 77,440 Value ($000) $9,934 Avg Close Range
Q2 2024
Shares 81,772 Value ($000) $9,690 Avg Close Range
Q1 2024
Shares 151,329 Value ($000) $18,085 Avg Close Range
Q4 2023
Shares 292,976 Value ($000) $32,043 Avg Close Range
Q3 2023
Shares 300,359 Value ($000) $30,456 Avg Close Range
Q2 2023
Shares 301,497 Value ($000) $31,283 Avg Close Range
Q1 2023
Shares 286,078 Value ($000) $28,900 Avg Close Range
Q4 2022
Shares 278,489 Value ($000) $29 Avg Close Range