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Burt Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Burt Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Sell
14,754
-250
-2% -$19.7K 0.27% 39
2025
Q1 		$1.17M Sell
15,004
-129
-0.9% -$10.1K 0.29% 34
2024
Q4 		$1.17M Sell
15,133
-330
-2% -$25.5K 0.3% 36
2024
Q3 		$1.22M Sell
15,463
-1,792
-10% -$141K 0.3% 32
2024
Q2 		$1.32M Buy
17,255
+231
+1% +$17.7K 0.35% 32
2024
Q1 		$1.31M Buy
17,024
+15
+0.1% +$1.15K 0.33% 31
2023
Q4 		$1.31M Sell
17,009
-1,080
-6% -$83.2K 0.37% 30
2023
Q3 		$1.36M Buy
18,089
+5,150
+40% +$387K 0.42% 27
2023
Q2 		$978K Sell
12,939
-67
-0.5% -$5.06K 0.29% 32
2023
Q1 		$995K Sell
13,006
-3,682
-22% -$282K 0.31% 29
2022
Q4 		$1.26M Buy
16,688
+6,593
+65% +$496K 0.42% 25
2022
Q3 		$755K Buy
+10,095
New +$755K 0.3% 24
2021
Q1 		– Sell
-755
Closed -$63K – 128
2020
Q4 		$63K Hold
755
– – 0.02% 163
2020
Q3 		$63K Hold
755
– – 0.02% 156
2020
Q2 		$63K Hold
755
– – 0.03% 160
2020
Q1 		$62K Hold
755
– – 0.03% 149
2019
Q4 		$61K Hold
755
– – 0.02% 160
2019
Q3 		$61K Hold
755
– – 0.03% 157
2019
Q2 		$61K Hold
755
– – 0.03% 155
2019
Q1 		$60K Buy
755
+382
+102% +$30.4K 0.03% 162
2018
Q4 		$29K Hold
373
– – 0.01% 206
2018
Q3 		$29K Hold
373
– – 0.01% 223
2018
Q2 		$29K Hold
373
– – 0.01% 217
2018
Q1 		$29K Hold
373
– – 0.01% 230
2017
Q4 		$30K Hold
373
– – 0.02% 220
2017
Q3 		$30K Hold
373
– – 0.02% 212
2017
Q2 		$30K Hold
373
– – 0.02% 226
2017
Q1 		$30K Hold
373
– – 0.02% 201
2016
Q4 		$30K Hold
373
– – 0.03% 203
2016
Q3 		$30K Hold
373
– – 0.03% 187
2016
Q2 		$30K Hold
373
– – 0.03% 188
2016
Q1 		$30K Buy
373
+137
+58% +$11K 0.03% 205
2015
Q4 		$187K Buy
236
+218
+1,211% +$173K 0.15% 68
2015
Q3 		$1K Hold
18
– – ﹤0.01% 354
2015
Q2 		$1K Hold
18
– – ﹤0.01% 364
2015
Q1 		$1K Hold
18
– – ﹤0.01% 333
2014
Q4 		$1K Buy
+18
New +$1K ﹤0.01% 327