AWA
Aletheian 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 | $2.75M | Buy |
34,990
+934
| +3% | +$73.5K | 1.35% | 20 |
|
|
2025
Q1 | $2.67M | Buy |
34,056
+1,944
| +6% | +$152K | 1.5% | 17 |
|
|
2024
Q4 | $2.48M | Buy |
32,112
+437
| +1% | +$33.8K | 1.47% | 17 |
|
|
2024
Q3 | $2.49M | Buy |
31,675
+2,081
| +7% | +$164K | 1.46% | 16 |
|
|
2024
Q2 | $2.27M | Buy |
29,594
+921
| +3% | +$70.6K | 1.2% | 22 |
|
|
2024
Q1 | $2.2M | Buy |
28,673
+4,321
| +18% | +$331K | 1.19% | 24 |
|
|
2023
Q4 | $1.88M | Buy |
24,352
+1,851
| +8% | +$143K | 1.24% | 21 |
|
|
2023
Q3 | $1.69M | Sell |
22,501
-750
| -3% | -$56.4K | 1.3% | 15 |
|
|
2023
Q2 | $1.76M | Buy |
23,251
+4,145
| +22% | +$313K | 1.2% | 18 |
|
|
2023
Q1 | $1.46M | Buy |
19,106
+662
| +4% | +$50.6K | 1.29% | 19 |
|
|
2022
Q4 | $1.39M | Buy |
18,444
+448
| +2% | +$33.7K | 1.2% | 22 |
|
|
2022
Q3 | $1.35M | Buy |
17,996
+531
| +3% | +$39.7K | 1.53% | 20 |
|
|
2022
Q2 | $1.34M | Buy |
17,465
+513
| +3% | +$39.4K | 1.36% | 22 |
|
|
2022
Q1 | $1.32M | Buy |
16,952
+1,274
| +8% | +$99.3K | 1.25% | 21 |
|
|
2021
Q4 | $1.27M | Buy |
+15,678
| New | +$1.27M | 1.24% | 18 |
|