AWM
Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$691 | – | 532 |
|
|
2024
Q2 | $691 | Sell |
9
-68
| -88% | -$5.22K | ﹤0.01% | 498 |
|
|
2024
Q1 | $5.9K | Sell |
77
-1,805
| -96% | -$138K | ﹤0.01% | 438 |
|
|
2023
Q4 | $145K | Sell |
1,882
-6,753
| -78% | -$520K | 0.05% | 136 |
|
|
2023
Q3 | $649K | Sell |
8,635
-975
| -10% | -$73.3K | 0.25% | 59 |
|
|
2023
Q2 | $726K | Sell |
9,610
-1,424
| -13% | -$108K | 0.27% | 54 |
|
|
2023
Q1 | $844K | Buy |
11,034
+8,492
| +334% | +$650K | 0.32% | 47 |
|
|
2022
Q4 | $191K | Sell |
2,542
-12,783
| -83% | -$962K | 0.08% | 126 |
|
|
2022
Q3 | $1.18M | Hold |
15,325
| – | – | 0.57% | 32 |
|
|
2022
Q2 | $1.18M | Sell |
15,325
-130,350
| -89% | -$10M | 0.49% | 43 |
|
|
2022
Q1 | $11.3M | Buy |
145,675
+9
| +0% | +$701 | 4.14% | 3 |
|
|
2021
Q4 | $11.8M | Buy |
+145,666
| New | +$11.8M | 4.59% | 3 |
|