AWP
Atlas 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 | $270K | Hold |
3,426
| – | – | 0.31% | 41 |
|
2025
Q1 | $268K | Hold |
3,426
| – | – | 0.33% | 40 |
|
2024
Q4 | $265K | Hold |
3,426
| – | – | 0.34% | 39 |
|
2024
Q3 | $270K | Buy |
+3,426
| New | +$270K | 0.41% | 37 |
|
2023
Q3 | – | Sell |
-3,426
| Closed | -$259K | – | 19 |
|
2023
Q2 | $259K | Buy |
+3,426
| New | +$259K | 0.75% | 29 |
|