AWMNH
Arcadia Wealth Management (New Hampshire)’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 | $8.51M | Buy |
108,168
+5,698
| +6% | +$448K | 3.72% | 10 |
|
|
2025
Q1 | $8.02M | Buy |
102,470
+7,884
| +8% | +$617K | 3.96% | 10 |
|
|
2024
Q4 | $7.31M | Buy |
94,586
+5,074
| +6% | +$392K | 3.7% | 9 |
|
|
2024
Q3 | $7.04M | Buy |
89,512
+9,732
| +12% | +$766K | 3.71% | 8 |
|
|
2024
Q2 | $6.12M | Buy |
79,780
+14,694
| +23% | +$1.13M | 3.49% | 9 |
|
|
2024
Q1 | $4.99M | Buy |
65,086
+7,458
| +13% | +$572K | 3.07% | 9 |
|
|
2023
Q4 | $4.44M | Buy |
57,628
+5,882
| +11% | +$453K | 3.08% | 9 |
|
|
2023
Q3 | $3.89M | Buy |
51,746
+5,216
| +11% | +$392K | 3.03% | 10 |
|
|
2023
Q2 | $3.52M | Buy |
+46,530
| New | +$3.52M | 2.59% | 11 |
|