BHWM
Beaird Harris 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
Q1 | $4.62M | Buy |
59,040
+519
| +0.9% | +$40.6K | 0.39% | 34 |
|
|
2024
Q4 | $4.52M | Buy |
58,521
+6,838
| +13% | +$528K | 0.39% | 35 |
|
|
2024
Q3 | $4.07M | Buy |
51,683
+1,339
| +3% | +$105K | 0.36% | 36 |
|
|
2024
Q2 | $3.86M | Sell |
50,344
-12,391
| -20% | -$950K | 0.36% | 35 |
|
|
2024
Q1 | $4.81M | Buy |
62,735
+12,772
| +26% | +$979K | 0.47% | 31 |
|
|
2023
Q4 | $3.85M | Buy |
49,963
+9,796
| +24% | +$754K | 0.4% | 34 |
|
|
2023
Q3 | $3.02M | Sell |
40,167
-106
| -0.3% | -$7.97K | 0.36% | 34 |
|
|
2023
Q2 | $3.04M | Sell |
40,273
-1,599
| -4% | -$121K | 0.36% | 32 |
|
|
2023
Q1 | $3.2M | Buy |
41,872
+4,125
| +11% | +$316K | 0.57% | 27 |
|
|
2022
Q4 | $2.84M | Buy |
37,747
+4,896
| +15% | +$369K | 0.53% | 28 |
|
|
2022
Q3 | $2.46M | Sell |
32,851
-10,162
| -24% | -$760K | 0.54% | 28 |
|
|
2022
Q2 | $3.3M | Buy |
43,013
+8,254
| +24% | +$634K | 0.91% | 16 |
|
|
2022
Q1 | $2.71M | Sell |
34,759
-3,223
| -8% | -$251K | 0.98% | 18 |
|
|
2021
Q4 | $3.07M | Buy |
+37,982
| New | +$3.07M | 1.12% | 11 |
|