BWM
Brickley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-423,987
| Closed | -$34.3M | – | 49 |
|
|
2021
Q4 | $34.3M | Buy |
423,987
+16,456
| +4% | +$1.33M | 7.31% | 5 |
|
|
2021
Q3 | $33.4M | Buy |
407,531
+3,987
| +1% | +$327K | 8.4% | 3 |
|
|
2021
Q2 | $33.2M | Sell |
403,544
-26,889
| -6% | -$2.21M | 8.38% | 3 |
|
|
2021
Q1 | $35.4M | Buy |
430,433
+4,814
| +1% | +$396K | 9.47% | 4 |
|
|
2020
Q4 | $35.3M | Buy |
425,619
+18,981
| +5% | +$1.57M | 9.71% | 4 |
|
|
2020
Q3 | $33.7M | Buy |
406,638
+15,939
| +4% | +$1.32M | 9.38% | 4 |
|
|
2020
Q2 | $32.5M | Sell |
390,699
-2,179
| -0.6% | -$181K | 10.94% | 4 |
|
|
2020
Q1 | $32.3M | Buy |
392,878
+15,212
| +4% | +$1.25M | 13.41% | 3 |
|
|
2019
Q4 | $30.4M | Buy |
377,666
+4,711
| +1% | +$380K | 11.09% | 3 |
|
|
2019
Q3 | $30.1M | Buy |
372,955
+3,905
| +1% | +$315K | 12.35% | 3 |
|
|
2019
Q2 | $29.7M | Buy |
369,050
+23,318
| +7% | +$1.88M | 12.42% | 3 |
|
|
2019
Q1 | $27.5M | Buy |
345,732
+4,737
| +1% | +$377K | 12.13% | 3 |
|
|
2018
Q4 | $26.8M | Buy |
340,995
+56,571
| +20% | +$4.44M | 13.14% | 3 |
|
|
2018
Q3 | $22.2M | Sell |
284,424
-193,044
| -40% | -$15.1M | 10.47% | 3 |
|
|
2018
Q2 | $37.3M | Buy |
477,468
+116,776
| +32% | +$9.13M | 17.18% | 2 |
|
|
2018
Q1 | $28.3M | Buy |
360,692
+157,188
| +77% | +$12.3M | 14.3% | 2 |
|
|
2017
Q4 | $16.1M | Buy |
+203,504
| New | +$16.1M | 8.54% | 4 |
|