AWM
Austin 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 | – | Sell |
-5,895
| Closed | -$462K | – | 140 |
|
|
2025
Q1 | $462K | Sell |
5,895
-565
| -9% | -$44.3K | 0.09% | 80 |
|
|
2024
Q4 | $499K | Sell |
6,460
-2,663
| -29% | -$206K | 0.1% | 79 |
|
|
2024
Q3 | $715K | Sell |
9,123
-116
| -1% | -$9.09K | 0.16% | 66 |
|
|
2024
Q2 | $712K | Sell |
9,239
-841
| -8% | -$64.8K | 0.17% | 64 |
|
|
2024
Q1 | $770K | Sell |
10,080
-170
| -2% | -$13K | 0.19% | 63 |
|
|
2023
Q4 | $784K | Sell |
10,250
-11,407
| -53% | -$872K | 0.21% | 57 |
|
|
2023
Q3 | $1.64M | Buy |
+21,657
| New | +$1.64M | 0.51% | 41 |
|