AWM
Aprio 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 | $290K | Buy |
3,684
+14
| +0.4% | +$1.1K | 0.03% | 298 |
|
|
2025
Q1 | $287K | Buy |
3,670
+565
| +18% | +$44.2K | 0.04% | 275 |
|
|
2024
Q4 | $240K | Buy |
3,105
+138
| +5% | +$10.7K | 0.04% | 260 |
|
|
2024
Q3 | $233K | Hold |
2,967
| – | – | 0.04% | 240 |
|
|
2024
Q2 | $228K | Hold |
2,967
| – | – | 0.04% | 222 |
|
|
2024
Q1 | $227K | Sell |
2,967
-3,750
| -56% | -$288K | 0.04% | 197 |
|
|
2023
Q4 | $517K | Buy |
6,717
+2,487
| +59% | +$192K | 0.12% | 94 |
|
|
2023
Q3 | $318K | Sell |
4,230
-252
| -6% | -$18.9K | 0.09% | 113 |
|
|
2023
Q2 | $339K | Sell |
4,482
-2,552
| -36% | -$193K | 0.09% | 97 |
|
|
2023
Q1 | $538K | Sell |
7,034
-146,558
| -95% | -$11.2M | 0.17% | 62 |
|
|
2022
Q4 | $11.6M | Sell |
153,592
-54,238
| -26% | -$4.08M | 4.07% | 8 |
|
|
2022
Q3 | $15.6M | Sell |
207,830
-48,266
| -19% | -$3.61M | 6.25% | 3 |
|
|
2022
Q2 | $19.7M | Buy |
256,096
+5,811
| +2% | +$446K | 7.83% | 2 |
|
|
2022
Q1 | $19.5M | Buy |
+250,285
| New | +$19.5M | 7.43% | 3 |
|