ALWM
Andrews Lucia 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 | $980K | Sell |
12,458
-321
| -3% | -$25.3K | 0.64% | 15 |
|
|
2025
Q1 | $987K | Sell |
12,779
-272
| -2% | -$21K | 0.66% | 15 |
|
|
2024
Q4 | $1.03M | Sell |
13,051
-383
| -3% | -$30.1K | 0.69% | 15 |
|
|
2024
Q3 | $1.03M | Sell |
13,434
-1,338
| -9% | -$103K | 0.73% | 15 |
|
|
2024
Q2 | $1.13M | Hold |
14,772
| – | – | 0.79% | 15 |
|
|
2024
Q1 | $1.13M | Sell |
14,772
-631
| -4% | -$48.4K | 0.81% | 14 |
|
|
2023
Q4 | $1.19M | Sell |
15,403
-204
| -1% | -$15.7K | 0.92% | 13 |
|
|
2023
Q3 | $1.17M | Sell |
15,607
-524
| -3% | -$39.4K | 1.01% | 13 |
|
|
2023
Q2 | $1.22M | Sell |
16,131
-2,208
| -12% | -$167K | 1.01% | 13 |
|
|
2023
Q1 | $1.4M | Sell |
18,339
-370
| -2% | -$28.3K | 1.24% | 12 |
|
|
2022
Q4 | $1.41M | Sell |
18,709
-1,120
| -6% | -$84.3K | 1.31% | 11 |
|
|
2022
Q3 | $1.48M | Sell |
19,829
-3,564
| -15% | -$267K | 1.56% | 10 |
|
|
2022
Q2 | $1.82M | Buy |
23,393
+1,315
| +6% | +$102K | 1.72% | 9 |
|
|
2022
Q1 | $1.79M | Hold |
22,078
| – | – | 1.6% | 10 |
|
|
2021
Q4 | $1.79M | Buy |
+22,078
| New | +$1.79M | 1.62% | 10 |
|