BWL
Bogart Wealth LLC’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 | $38.3K | Buy |
487
+231
| +90% | +$18.2K | ﹤0.01% | 494 |
|
|
2025
Q1 | $20K | Hold |
256
| – | – | ﹤0.01% | 579 |
|
|
2024
Q4 | $19.8K | Hold |
256
| – | – | ﹤0.01% | 584 |
|
|
2024
Q3 | $20.1K | Sell |
256
-678
| -73% | -$53.4K | ﹤0.01% | 552 |
|
|
2024
Q2 | $71.6K | Buy |
934
+79
| +9% | +$6.06K | ﹤0.01% | 335 |
|
|
2024
Q1 | $65.6K | Sell |
855
-1,295
| -60% | -$99.3K | ﹤0.01% | 339 |
|
|
2023
Q4 | $166K | Sell |
2,150
-403,896
| -99% | -$31.1M | 0.01% | 211 |
|
|
2023
Q3 | $30.5M | Sell |
406,046
-62,973
| -13% | -$4.73M | 1.89% | 14 |
|
|
2023
Q2 | $35.4M | Buy |
469,019
+13,676
| +3% | +$1.03M | 2.25% | 11 |
|
|
2023
Q1 | $34.8M | Buy |
455,343
+19,243
| +4% | +$1.47M | 2.33% | 11 |
|
|
2022
Q4 | $32.8M | Buy |
436,100
+208,387
| +92% | +$15.7M | 2.29% | 12 |
|
|
2022
Q3 | $17M | Buy |
227,713
+41,017
| +22% | +$3.07M | 1.42% | 15 |
|
|
2022
Q2 | $14.3M | Buy |
+186,696
| New | +$14.3M | 1.26% | 17 |
|
|
2021
Q3 | – | Sell |
-132
| Closed | -$11K | – | 724 |
|
|
2021
Q2 | $11K | Buy |
132
+8
| +6% | +$667 | ﹤0.01% | 429 |
|
|
2021
Q1 | $10K | Buy |
+124
| New | +$10K | ﹤0.01% | 418 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 361 |
|
|
2019
Q2 | – | Sell |
-437
| Closed | -$34K | – | 337 |
|
|
2019
Q1 | $34K | Hold |
437
| – | – | 0.02% | 161 |
|
|
2018
Q4 | $34K | Sell |
437
-46
| -10% | -$3.58K | 0.02% | 163 |
|
|
2018
Q3 | $38K | Sell |
483
-94
| -16% | -$7.4K | 0.02% | 153 |
|
|
2018
Q2 | $45K | Hold |
577
| – | – | 0.03% | 153 |
|
|
2018
Q1 | $45K | Hold |
577
| – | – | 0.03% | 150 |
|
|
2017
Q4 | $46K | Hold |
577
| – | – | 0.03% | 148 |
|
|
2017
Q3 | $46K | Buy |
+577
| New | +$46K | 0.03% | 141 |
|