AWA
Acorn 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 | $1.39M | Buy |
17,700
+8,695
| +97% | +$684K | 0.52% | 46 |
|
|
2025
Q1 | $705K | Buy |
9,005
+237
| +3% | +$18.6K | 0.29% | 79 |
|
|
2024
Q4 | $677K | Buy |
8,768
+4,633
| +112% | +$358K | 0.28% | 79 |
|
|
2024
Q3 | $325K | Buy |
+4,135
| New | +$325K | 0.14% | 153 |
|
|
2023
Q3 | – | Sell |
-3,486
| Closed | -$263K | – | 183 |
|
|
2023
Q2 | $263K | Buy |
3,486
+19
| +0.5% | +$1.44K | 0.18% | 136 |
|
|
2023
Q1 | $265K | Buy |
3,467
+11
| +0.3% | +$841 | 0.2% | 132 |
|
|
2022
Q4 | $260K | Buy |
3,456
+40
| +1% | +$3.01K | 0.2% | 122 |
|
|
2022
Q3 | $256K | Hold |
3,416
| – | – | 0.21% | 117 |
|
|
2022
Q2 | $262K | Sell |
3,416
-946
| -22% | -$72.6K | 0.21% | 125 |
|
|
2022
Q1 | $340K | Sell |
4,362
-13
| -0.3% | -$1.01K | 0.23% | 111 |
|
|
2021
Q4 | $354K | Buy |
4,375
+159
| +4% | +$12.9K | 0.22% | 110 |
|
|
2021
Q3 | $345K | Sell |
4,216
-3
| -0.1% | -$245 | 0.24% | 105 |
|
|
2021
Q2 | $347K | Buy |
4,219
+1,607
| +62% | +$132K | 0.24% | 104 |
|
|
2021
Q1 | $215K | Sell |
2,612
-6
| -0.2% | -$494 | 0.15% | 149 |
|
|
2020
Q4 | $217K | Sell |
2,618
-3
| -0.1% | -$249 | 0.17% | 135 |
|
|
2020
Q3 | $218K | Sell |
2,621
-28
| -1% | -$2.33K | 0.19% | 115 |
|
|
2020
Q2 | $220K | Buy |
2,649
+12
| +0.5% | +$997 | 0.2% | 104 |
|
|
2020
Q1 | $216K | Sell |
2,637
-650
| -20% | -$53.2K | 0.24% | 92 |
|
|
2019
Q4 | $265K | Sell |
3,287
-109
| -3% | -$8.79K | 0.22% | 96 |
|
|
2019
Q3 | $274K | Sell |
3,396
-113
| -3% | -$9.12K | 0.24% | 93 |
|
|
2019
Q2 | $283K | Buy |
3,509
+100
| +3% | +$8.07K | 0.26% | 81 |
|
|
2019
Q1 | $270K | Sell |
3,409
-1
| -0% | -$79 | 0.24% | 90 |
|
|
2018
Q4 | $268K | Buy |
3,410
+14
| +0.4% | +$1.1K | 0.27% | 78 |
|
|
2018
Q3 | $264K | Sell |
3,396
-172
| -5% | -$13.4K | 0.26% | 89 |
|
|
2018
Q2 | $279K | Sell |
3,568
-348
| -9% | -$27.2K | 0.24% | 87 |
|
|
2018
Q1 | $306K | Sell |
3,916
-2,542
| -39% | -$199K | 0.26% | 68 |
|
|
2017
Q4 | $510K | Buy |
+6,458
| New | +$510K | 0.47% | 40 |
|