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Sarver Vrooman Wealth Advisors → BTCW

Sarver Vrooman Wealth Advisors BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
7
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.7M
Q4 2025$4.4M
Q4 2025$4.3M
Q4 2025$1K
Q1 2026$4.1M
Q2 2026$4.6M
Q3 2026$5.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.3M54.1K——
Q2 2026$4.6M47.9K——
Q1 2026$4.1M46.9K——
Q4 2025$1K11——
Q4 2025$4.3M48.5K——
Q4 2025$4.4M48.8K——
Q3 2025$3.7M41.6K——

Other funds holding BTCW

Other Sarver Vrooman Wealth Advisors positions

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SCHW-PJ

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SCHW-PJ

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$45.3M
ETHA

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$44.9M
SCHW-PJ

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$44.9M
JACK

ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE

$43.6M