BWM
BCS 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 | $511K | Sell |
6,488
-168
| -3% | -$13.2K | 0.11% | 157 |
|
|
2025
Q1 | $521K | Buy |
6,656
+311
| +5% | +$24.3K | 0.13% | 144 |
|
|
2024
Q4 | $490K | Buy |
+6,345
| New | +$490K | 0.12% | 147 |
|
|
2024
Q2 | – | Sell |
-6,502
| Closed | -$499K | – | 158 |
|
|
2024
Q1 | $499K | Buy |
6,502
+131
| +2% | +$10.1K | 0.16% | 134 |
|
|
2023
Q4 | $491K | Buy |
6,371
+3,430
| +117% | +$264K | 0.18% | 122 |
|
|
2023
Q3 | $221K | Buy |
+2,941
| New | +$221K | 0.09% | 183 |
|
|
2023
Q2 | – | Sell |
-2,939
| Closed | -$225K | – | 122 |
|
|
2023
Q1 | $225K | Hold |
2,939
| – | – | 0.1% | 144 |
|
|
2022
Q4 | $221K | Buy |
2,939
+1
| +0% | +$75 | 0.09% | 175 |
|
|
2022
Q3 | $220K | Hold |
2,938
| – | – | 0.1% | 167 |
|
|
2022
Q2 | $226K | Buy |
2,938
+1
| +0% | +$77 | 0.1% | 160 |
|
|
2022
Q1 | $229K | Hold |
2,937
| – | – | 0.09% | 171 |
|
|
2021
Q4 | $237K | Sell |
2,937
-60
| -2% | -$4.84K | 0.09% | 180 |
|
|
2021
Q3 | $246K | Sell |
2,997
-11,482
| -79% | -$942K | 0.1% | 152 |
|
|
2021
Q2 | $1.19M | Buy |
14,479
+3
| +0% | +$247 | 0.63% | 38 |
|
|
2021
Q1 | $1.19M | Buy |
14,476
+146
| +1% | +$12K | 0.56% | 39 |
|
|
2020
Q4 | $1.19M | Buy |
14,330
+7,129
| +99% | +$591K | 0.62% | 35 |
|
|
2020
Q3 | $598K | Hold |
7,201
| – | – | 0.34% | 60 |
|
|
2020
Q2 | $599K | Hold |
7,201
| – | – | 0.36% | 58 |
|
|
2020
Q1 | $592K | Sell |
7,201
-135
| -2% | -$11.1K | 0.41% | 48 |
|
|
2019
Q4 | $591K | Buy |
+7,336
| New | +$591K | 0.39% | 51 |
|