BWM
Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,707
| Closed | -$354K | – | 137 |
|
|
2023
Q3 | $354K | Sell |
4,707
-1,784
| -27% | -$134K | 0.24% | 93 |
|
|
2023
Q2 | $491K | Buy |
6,491
+177
| +3% | +$13.4K | 0.34% | 74 |
|
|
2023
Q1 | $483K | Sell |
6,314
-1,142
| -15% | -$87.4K | 0.38% | 68 |
|
|
2022
Q4 | $561K | Sell |
7,456
-4,730
| -39% | -$356K | 0.5% | 58 |
|
|
2022
Q3 | $912K | Sell |
12,186
-1,190
| -9% | -$89.1K | 0.85% | 30 |
|
|
2022
Q2 | $1.03M | Sell |
13,376
-991
| -7% | -$76.1K | 0.92% | 32 |
|
|
2022
Q1 | $1.12M | Buy |
14,367
+5,401
| +60% | +$421K | 0.99% | 26 |
|
|
2021
Q4 | $725K | Buy |
8,966
+3,520
| +65% | +$285K | 0.63% | 42 |
|
|
2021
Q3 | $446K | Buy |
5,446
+933
| +21% | +$76.4K | 0.42% | 56 |
|
|
2021
Q2 | $371K | Sell |
4,513
-622
| -12% | -$51.1K | 0.36% | 65 |
|
|
2021
Q1 | $422K | Buy |
5,135
+776
| +18% | +$63.8K | 0.45% | 58 |
|
|
2020
Q4 | $361K | Buy |
+4,359
| New | +$361K | 0.35% | 66 |
|