AWM
Axxcess 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 | $755K | Sell |
9,599
-2,293
| -19% | -$180K | 0.02% | 496 |
|
|
2025
Q1 | $931K | Buy |
11,892
+7,309
| +159% | +$572K | 0.02% | 410 |
|
|
2024
Q4 | $354K | Sell |
4,583
-371
| -7% | -$28.7K | 0.01% | 628 |
|
|
2024
Q3 | $390K | Sell |
4,954
-279
| -5% | -$22K | 0.01% | 612 |
|
|
2024
Q2 | $401K | Buy |
5,233
+1,579
| +43% | +$121K | 0.01% | 574 |
|
|
2024
Q1 | $280K | Buy |
+3,654
| New | +$280K | 0.01% | 685 |
|
|
2023
Q1 | – | Sell |
-7,904
| Closed | -$595K | – | 638 |
|
|
2022
Q4 | $595K | Sell |
7,904
-17,416
| -69% | -$1.31M | 0.05% | 325 |
|
|
2022
Q3 | $1.9M | Buy |
25,320
+8,824
| +53% | +$660K | 0.18% | 107 |
|
|
2022
Q2 | $1.27M | Buy |
16,496
+1,601
| +11% | +$123K | 0.12% | 155 |
|
|
2022
Q1 | $1.16M | Buy |
14,895
+5,430
| +57% | +$423K | 0.09% | 190 |
|
|
2021
Q4 | $766K | Buy |
+9,465
| New | +$766K | 0.06% | 266 |
|