AWP
Ascent Wealth Partners’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 | $1.86M | Buy |
23,582
+64
| +0.3% | +$5.04K | 0.23% | 87 |
|
|
2025
Q1 | $1.84M | Buy |
23,518
+45
| +0.2% | +$3.52K | 0.25% | 87 |
|
|
2024
Q4 | $1.81M | Buy |
23,473
+1,811
| +8% | +$140K | 0.24% | 76 |
|
|
2024
Q3 | $1.7M | Sell |
21,662
-721
| -3% | -$56.7K | 0.24% | 87 |
|
|
2024
Q2 | $1.72M | Buy |
22,383
+1,966
| +10% | +$151K | 0.25% | 84 |
|
|
2024
Q1 | $1.57M | Sell |
20,417
-249
| -1% | -$19.1K | 0.23% | 84 |
|
|
2023
Q4 | $1.59M | Buy |
20,666
+55
| +0.3% | +$4.24K | 0.26% | 76 |
|
|
2023
Q3 | $1.55M | Sell |
20,611
-462
| -2% | -$34.7K | 0.29% | 70 |
|
|
2023
Q2 | $1.59M | Sell |
21,073
-133
| -0.6% | -$10.1K | 0.28% | 72 |
|
|
2023
Q1 | $1.62M | Buy |
21,206
+100
| +0.5% | +$7.65K | 0.33% | 69 |
|
|
2022
Q4 | $1.59M | Sell |
21,106
-440
| -2% | -$33.1K | 0.34% | 67 |
|
|
2022
Q3 | $1.61M | Buy |
21,546
+12,691
| +143% | +$949K | 0.38% | 62 |
|
|
2022
Q2 | $680K | Buy |
+8,855
| New | +$680K | 0.15% | 103 |
|