CWM
Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $66.7M | Buy |
863,284
+374,314
| +77% | +$28.9M | 6% | 6 |
|
|
2024
Q3 | $38.5M | Buy |
+488,970
| New | +$38.5M | 3.43% | 8 |
|
|
2024
Q2 | – | Sell |
-453,309
| Closed | -$34.8M | – | 53 |
|
|
2024
Q1 | $34.8M | Buy |
453,309
+441,369
| +3,697% | +$33.8M | 3.45% | 8 |
|
|
2023
Q4 | $920K | Buy |
11,940
+3,138
| +36% | +$242K | 0.11% | 26 |
|
|
2023
Q3 | $662K | Sell |
8,802
-1,907
| -18% | -$143K | 0.08% | 31 |
|
|
2023
Q2 | $809K | Sell |
10,709
-24,093
| -69% | -$1.82M | 0.1% | 25 |
|
|
2023
Q1 | $2.66M | Sell |
34,802
-776,184
| -96% | -$59.4M | 0.33% | 22 |
|
|
2022
Q4 | $61.1M | Buy |
810,986
+36,575
| +5% | +$2.75M | 8.5% | 2 |
|
|
2022
Q3 | $57.9M | Buy |
+774,411
| New | +$57.9M | 8.37% | 3 |
|