AWS
Atria Wealth Solutions’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 | $23.7M | Sell |
301,024
-491,627
| -62% | -$38.6M | 0.53% | 28 |
|
|
2025
Q1 | $62M | Sell |
792,651
-59,880
| -7% | -$4.69M | 0.75% | 21 |
|
|
2024
Q4 | $65.9M | Buy |
852,531
+156,495
| +22% | +$12.1M | 0.72% | 19 |
|
|
2024
Q3 | $54.8M | Buy |
696,036
+9,200
| +1% | +$724K | 0.59% | 24 |
|
|
2024
Q2 | $52.7M | Buy |
686,836
+3,040
| +0.4% | +$233K | 0.58% | 23 |
|
|
2024
Q1 | $52.4M | Buy |
683,796
+38,780
| +6% | +$2.97M | 0.59% | 20 |
|
|
2023
Q4 | $49.7M | Sell |
645,016
-417,696
| -39% | -$32.2M | 0.62% | 21 |
|
|
2023
Q3 | $79.9M | Sell |
1,062,712
-756,682
| -42% | -$56.9M | 1.12% | 12 |
|
|
2023
Q2 | $137M | Sell |
1,819,394
-160,258
| -8% | -$12.1M | 1.88% | 4 |
|
|
2023
Q1 | $151M | Buy |
1,979,652
+142,501
| +8% | +$10.9M | 2.24% | 3 |
|
|
2022
Q4 | $138M | Sell |
1,837,151
-178,236
| -9% | -$13.4M | 2.22% | 3 |
|
|
2022
Q3 | $151M | Buy |
2,015,387
+133,975
| +7% | +$10M | 2.61% | 2 |
|
|
2022
Q2 | $144M | Buy |
1,881,412
+893,985
| +91% | +$68.6M | 2.71% | 1 |
|
|
2022
Q1 | $76.9M | Buy |
+987,427
| New | +$76.9M | 1.28% | 11 |
|