AWM
Aries 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 | $1.41M | Buy |
17,964
+9
| +0.1% | +$708 | 0.37% | 68 |
|
|
2025
Q1 | $1.41M | Sell |
17,955
-51
| -0.3% | -$3.99K | 0.38% | 68 |
|
|
2024
Q4 | $1.39M | Buy |
18,006
+60
| +0.3% | +$4.64K | 0.38% | 65 |
|
|
2024
Q3 | $1.41M | Buy |
17,946
+130
| +0.7% | +$10.2K | 0.39% | 62 |
|
|
2024
Q2 | $1.37M | Sell |
17,816
-255
| -1% | -$19.6K | 0.43% | 59 |
|
|
2024
Q1 | $1.39M | Buy |
18,071
+1,376
| +8% | +$105K | 0.45% | 61 |
|
|
2023
Q4 | $1.29M | Sell |
16,695
-180
| -1% | -$13.9K | 0.46% | 60 |
|
|
2023
Q3 | $1.27M | Sell |
16,875
-2,008
| -11% | -$151K | 0.5% | 59 |
|
|
2023
Q2 | $1.43M | Sell |
18,883
-2,152
| -10% | -$163K | 0.55% | 52 |
|
|
2023
Q1 | $1.61M | Buy |
21,035
+2
| +0% | +$153 | 0.66% | 45 |
|
|
2022
Q4 | $1.58M | Sell |
21,033
-2,243
| -10% | -$169K | 0.68% | 48 |
|
|
2022
Q3 | $1.74M | Buy |
23,276
+2,450
| +12% | +$183K | 0.77% | 39 |
|
|
2022
Q2 | $1.6M | Buy |
+20,826
| New | +$1.6M | 0.73% | 45 |
|
|
2022
Q1 | – | Sell |
-34,798
| Closed | -$2.81M | – | 90 |
|
|
2021
Q4 | $2.81M | Buy |
34,798
+9,015
| +35% | +$729K | 1.07% | 26 |
|
|
2021
Q3 | $2.11M | Buy |
25,783
+662
| +3% | +$54.3K | 0.89% | 31 |
|
|
2021
Q2 | $2.06M | Buy |
25,121
+141
| +0.6% | +$11.6K | 0.88% | 31 |
|
|
2021
Q1 | $2.05M | Sell |
24,980
-756
| -3% | -$62.2K | 0.92% | 30 |
|
|
2020
Q4 | $2.13M | Hold |
25,736
| – | – | 1.06% | 27 |
|
|
2020
Q3 | $2.14M | Buy |
25,736
+1,500
| +6% | +$125K | 1.21% | 19 |
|
|
2020
Q2 | $2.01M | Buy |
24,236
+1,650
| +7% | +$137K | 1.23% | 20 |
|
|
2020
Q1 | $1.85M | Buy |
22,586
+10,312
| +84% | +$845K | 1.41% | 19 |
|
|
2019
Q4 | $991K | Buy |
12,274
+2,875
| +31% | +$232K | 0.6% | 45 |
|
|
2019
Q3 | $759K | Sell |
9,399
-365
| -4% | -$29.5K | 0.5% | 56 |
|
|
2019
Q2 | $784K | Hold |
9,764
| – | – | 0.55% | 52 |
|
|
2019
Q1 | $777K | Sell |
9,764
-300
| -3% | -$23.9K | 0.58% | 50 |
|
|
2018
Q4 | $791K | Hold |
10,064
| – | – | 0.84% | 42 |
|
|
2018
Q3 | $785K | Hold |
10,064
| – | – | 0.7% | 45 |
|
|
2018
Q2 | $786K | Sell |
10,064
-14,115
| -58% | -$1.1M | 0.73% | 44 |
|
|
2018
Q1 | $1.89M | Hold |
24,179
| – | – | 1.84% | 14 |
|
|
2017
Q4 | $1.91M | Buy |
+24,179
| New | +$1.91M | 1.75% | 16 |
|