AWM
Accurate 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 | – | Sell |
-3,709
| Closed | -$288K | – | 445 |
|
|
2025
Q1 | $288K | Buy |
3,709
+681
| +22% | +$52.9K | 0.06% | 294 |
|
|
2024
Q4 | $233K | Sell |
3,028
-16
| -0.5% | -$1.23K | 0.04% | 340 |
|
|
2024
Q3 | $237K | Sell |
3,044
-376
| -11% | -$29.3K | 0.05% | 331 |
|
|
2024
Q2 | $264K | Buy |
+3,420
| New | +$264K | 0.06% | 256 |
|
|
2023
Q4 | – | Sell |
-2,904
| Closed | -$217K | – | 274 |
|
|
2023
Q3 | $217K | Sell |
2,904
-2,449
| -46% | -$183K | 0.07% | 247 |
|
|
2023
Q2 | $405K | Buy |
5,353
+1,844
| +53% | +$140K | 0.13% | 164 |
|
|
2023
Q1 | $268K | Sell |
3,509
-1,419
| -29% | -$109K | 0.09% | 205 |
|
|
2022
Q4 | $374K | Sell |
4,928
-7,042
| -59% | -$534K | 0.14% | 132 |
|
|
2022
Q3 | $1.1M | Buy |
11,970
+6,830
| +133% | +$625K | 0.46% | 49 |
|
|
2022
Q2 | $395K | Sell |
5,140
-1,021
| -17% | -$78.5K | 0.21% | 93 |
|
|
2022
Q1 | $480K | Buy |
+6,161
| New | +$480K | 0.22% | 94 |
|