1WA
180 Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
28,648
-1,587
| -5% | -$125K | 0.31% | 83 |
|
|
2025
Q1 | $2.37M | Sell |
30,235
-2,644
| -8% | -$207K | 0.38% | 72 |
|
|
2024
Q4 | $2.54M | Sell |
32,879
-2,443
| -7% | -$189K | 0.4% | 59 |
|
|
2024
Q3 | $2.78M | Sell |
35,322
-1,328
| -4% | -$105K | 0.44% | 59 |
|
|
2024
Q2 | $2.82M | Sell |
36,650
-620
| -2% | -$47.8K | 0.46% | 56 |
|
|
2024
Q1 | $2.86M | Sell |
37,270
-404
| -1% | -$31K | 0.51% | 52 |
|
|
2023
Q4 | $2.89M | Sell |
37,674
-1,623
| -4% | -$125K | 0.58% | 42 |
|
|
2023
Q3 | $2.95M | Sell |
39,297
-2,262
| -5% | -$170K | 0.66% | 31 |
|
|
2023
Q2 | $3.13M | Sell |
41,559
-1,697
| -4% | -$128K | 0.69% | 26 |
|
|
2023
Q1 | $3.31M | Sell |
43,256
-2,266
| -5% | -$173K | 0.77% | 26 |
|
|
2022
Q4 | $3.47M | Sell |
45,522
-5,749
| -11% | -$438K | 0.82% | 26 |
|
|
2022
Q3 | $3.84M | Sell |
51,271
-1,943
| -4% | -$145K | 1.06% | 14 |
|
|
2022
Q2 | $4.1M | Sell |
53,214
-960
| -2% | -$73.9K | 1.05% | 14 |
|
|
2022
Q1 | $4.18M | Buy |
54,174
+413
| +0.8% | +$31.8K | 0.91% | 22 |
|
|
2021
Q4 | $4.31M | Sell |
53,761
-1,553
| -3% | -$125K | 0.97% | 19 |
|
|
2021
Q3 | $4.52M | Sell |
55,314
-511
| -0.9% | -$41.7K | 0.99% | 19 |
|
|
2021
Q2 | $4.58M | Sell |
55,825
-71
| -0.1% | -$5.83K | 1.05% | 15 |
|
|
2021
Q1 | $4.6M | Sell |
55,896
-3,929
| -7% | -$323K | 1.14% | 12 |
|
|
2020
Q4 | $4.95M | Sell |
59,825
-1,746
| -3% | -$145K | 1.43% | 8 |
|
|
2020
Q3 | $5.1M | Buy |
61,571
+269
| +0.4% | +$22.3K | 1.91% | 5 |
|
|
2020
Q2 | $5.1M | Buy |
61,302
+1,092
| +2% | +$90.8K | 2.02% | 5 |
|
|
2020
Q1 | $4.94M | Sell |
60,210
-6,027
| -9% | -$494K | 2.56% | 5 |
|
|
2019
Q4 | $5.35M | Buy |
66,237
+5,327
| +9% | +$430K | 2.13% | 6 |
|
|
2019
Q3 | $4.92M | Buy |
60,910
+1,079
| +2% | +$87.2K | 2.18% | 7 |
|
|
2019
Q2 | $4.82M | Buy |
59,831
+608
| +1% | +$49K | 2.17% | 5 |
|
|
2019
Q1 | $4.71M | Buy |
59,223
+11,790
| +25% | +$937K | 2.13% | 4 |
|
|
2018
Q4 | $3.7M | Hold |
47,433
| – | – | 1.73% | 5 |
|
|
2018
Q3 | $3.7M | Buy |
47,433
+5,506
| +13% | +$430K | 1.71% | 5 |
|
|
2018
Q2 | $3.28M | Buy |
41,927
+1,185
| +3% | +$92.7K | 1.62% | 6 |
|
|
2018
Q1 | $3.2M | Buy |
40,742
+3,271
| +9% | +$257K | 1.66% | 7 |
|
|
2017
Q4 | $2.96M | Buy |
+37,471
| New | +$2.96M | 1.51% | 9 |
|