AWA
Aquire 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 | – | Sell |
-23,309
| Closed | -$1.82M | – | 47 |
|
|
2025
Q1 | $1.82M | Sell |
23,309
-15,472
| -40% | -$1.21M | 0.56% | 21 |
|
|
2024
Q4 | $3M | Sell |
38,781
-3,214
| -8% | -$248K | 0.93% | 15 |
|
|
2024
Q3 | $3.3M | Sell |
41,995
-5
| -0% | -$393 | 1.04% | 15 |
|
|
2024
Q2 | $3.22M | Buy |
42,000
+339
| +0.8% | +$26K | 1.08% | 16 |
|
|
2024
Q1 | $3.19M | Buy |
41,661
+123
| +0.3% | +$9.43K | 1.12% | 16 |
|
|
2023
Q4 | $3.2M | Buy |
41,538
+296
| +0.7% | +$22.8K | 1.22% | 16 |
|
|
2023
Q3 | $3.1M | Buy |
41,242
+498
| +1% | +$37.4K | 1.29% | 16 |
|
|
2023
Q2 | $3.08M | Buy |
40,744
+87
| +0.2% | +$6.58K | 1.23% | 16 |
|
|
2023
Q1 | $3.11M | Buy |
40,657
+181
| +0.4% | +$13.8K | 1.36% | 16 |
|
|
2022
Q4 | $3.05M | Buy |
40,476
+301
| +0.7% | +$22.7K | 1.52% | 17 |
|
|
2022
Q3 | $3.01M | Buy |
40,175
+187
| +0.5% | +$14K | 1.75% | 18 |
|
|
2022
Q2 | $3.07M | Sell |
39,988
-2,697
| -6% | -$207K | 1.79% | 18 |
|
|
2022
Q1 | $3.33M | Buy |
42,685
+65
| +0.2% | +$5.06K | 1.77% | 17 |
|
|
2021
Q4 | $3.45M | Buy |
+42,620
| New | +$3.45M | 1.8% | 17 |
|