AWM
Accel Wealth Management’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 | $202K | Buy |
2,563
+5
| +0.2% | +$393 | 0.07% | 257 |
|
|
2025
Q1 | $200K | Sell |
2,558
-325
| -11% | -$25.4K | 0.07% | 243 |
|
|
2024
Q4 | $223K | Buy |
2,883
+8
| +0.3% | +$618 | 0.08% | 221 |
|
|
2024
Q3 | $226K | Sell |
2,875
-68
| -2% | -$5.35K | 0.08% | 219 |
|
|
2024
Q2 | $226K | Sell |
2,943
-94
| -3% | -$7.21K | 0.09% | 207 |
|
|
2024
Q1 | $233K | Sell |
3,037
-139
| -4% | -$10.7K | 0.1% | 189 |
|
|
2023
Q4 | $245K | Buy |
3,176
+7
| +0.2% | +$539 | 0.12% | 160 |
|
|
2023
Q3 | $238K | Sell |
3,169
-20
| -0.6% | -$1.5K | 0.13% | 147 |
|
|
2023
Q2 | $241K | Buy |
3,189
+1,857
| +139% | +$140K | 0.13% | 143 |
|
|
2023
Q1 | $102K | Sell |
1,332
-649
| -33% | -$49.6K | 0.04% | 316 |
|
|
2022
Q4 | $149K | Buy |
1,981
+53
| +3% | +$3.99K | 0.07% | 191 |
|
|
2022
Q3 | $145K | Buy |
1,928
+2
| +0.1% | +$150 | 0.08% | 199 |
|
|
2022
Q2 | $148K | Sell |
1,926
-30
| -2% | -$2.31K | 0.09% | 179 |
|
|
2022
Q1 | $152K | Buy |
1,956
+2
| +0.1% | +$155 | 0.08% | 190 |
|
|
2021
Q4 | $158K | Buy |
1,954
+514
| +36% | +$41.6K | 0.08% | 192 |
|
|
2021
Q3 | $118K | Sell |
1,440
-504
| -26% | -$41.3K | 0.08% | 198 |
|
|
2021
Q2 | $160K | Sell |
1,944
-10,553
| -84% | -$869K | 0.11% | 177 |
|
|
2021
Q1 | $1.03M | Buy |
12,497
+5,115
| +69% | +$420K | 0.83% | 26 |
|
|
2020
Q4 | $612K | Buy |
+7,382
| New | +$612K | 0.57% | 40 |
|