AWM
Apollon 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 | $17M | Buy |
215,915
+3,297
| +2% | +$259K | 0.34% | 55 |
|
|
2025
Q1 | $16.6M | Buy |
212,618
+2,243
| +1% | +$176K | 0.37% | 55 |
|
|
2024
Q4 | $16.3M | Buy |
210,375
+196,452
| +1,411% | +$15.2M | 0.37% | 51 |
|
|
2024
Q3 | $1.1M | Sell |
13,923
-17,461
| -56% | -$1.37M | 0.03% | 459 |
|
|
2024
Q2 | $2.41M | Sell |
31,384
-42,260
| -57% | -$3.24M | 0.07% | 241 |
|
|
2024
Q1 | $5.65M | Sell |
73,644
-94,654
| -56% | -$7.26M | 0.18% | 105 |
|
|
2023
Q4 | $13M | Buy |
168,298
+141,945
| +539% | +$10.9M | 0.45% | 47 |
|
|
2023
Q3 | $1.98M | Buy |
26,353
+3,389
| +15% | +$255K | 0.1% | 195 |
|
|
2023
Q2 | $1.74M | Sell |
22,964
-9,008
| -28% | -$681K | 0.08% | 242 |
|
|
2023
Q1 | $2.45M | Buy |
31,972
+18,067
| +130% | +$1.38M | 0.15% | 143 |
|
|
2022
Q4 | $1.05M | Buy |
13,905
+2,031
| +17% | +$153K | 0.07% | 284 |
|
|
2022
Q3 | $888K | Buy |
11,874
+6,104
| +106% | +$456K | 0.07% | 287 |
|
|
2022
Q2 | $443K | Buy |
5,770
+1,964
| +52% | +$151K | 0.04% | 457 |
|
|
2022
Q1 | $296K | Buy |
+3,806
| New | +$296K | 0.02% | 594 |
|
|
2021
Q1 | – | Sell |
-6,017
| Closed | -$499K | – | 342 |
|
|
2020
Q4 | $499K | Buy |
+6,017
| New | +$499K | 0.14% | 121 |
|
|
2020
Q3 | – | Sell |
-555
| Closed | -$46K | – | 220 |
|
|
2020
Q2 | $46K | Buy |
+555
| New | +$46K | 0.03% | 258 |
|