AWA
Arbor 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 | $2.57M | Buy |
32,668
+1,215
| +4% | +$95.6K | 2.09% | 10 |
|
|
2025
Q1 | $2.46M | Buy |
31,453
+4,429
| +16% | +$347K | 2.2% | 10 |
|
|
2024
Q4 | $2.09M | Buy |
27,024
+5,195
| +24% | +$401K | 1.86% | 11 |
|
|
2024
Q3 | $1.72M | Sell |
21,829
-4,300
| -16% | -$338K | 1.55% | 12 |
|
|
2024
Q2 | $2M | Sell |
26,129
-3,740
| -13% | -$287K | 1.98% | 9 |
|
|
2024
Q1 | $2.29M | Buy |
29,869
+1,040
| +4% | +$79.7K | 2.16% | 10 |
|
|
2023
Q4 | $2.22M | Buy |
+28,829
| New | +$2.22M | 2.28% | 9 |
|