CWA
Canvas Wealth Advisors’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 | $590K | Hold |
7,532
| – | – | 0.12% | 98 |
|
|
2025
Q1 | $589K | Sell |
7,532
-296
| -4% | -$23.1K | 0.15% | 93 |
|
|
2024
Q4 | $605K | Sell |
7,828
-30
| -0.4% | -$2.32K | 0.15% | 91 |
|
|
2024
Q3 | $618K | Sell |
7,858
-23
| -0.3% | -$1.81K | 0.17% | 77 |
|
|
2024
Q2 | $610K | Sell |
7,881
-81
| -1% | -$6.27K | 0.19% | 70 |
|
|
2024
Q1 | $604K | Sell |
7,962
-5,468
| -41% | -$415K | 0.2% | 64 |
|
|
2023
Q4 | $1.04M | Sell |
13,430
-1,266
| -9% | -$97.8K | 0.38% | 42 |
|
|
2023
Q3 | $1.1M | Sell |
14,696
-427
| -3% | -$32K | 0.45% | 40 |
|
|
2023
Q2 | $1.14M | Buy |
15,123
+3,108
| +26% | +$235K | 0.42% | 43 |
|
|
2023
Q1 | $919K | Sell |
12,015
-4,981
| -29% | -$381K | 0.39% | 45 |
|
|
2022
Q4 | $1.3M | Sell |
16,996
-454
| -3% | -$34.7K | 0.54% | 40 |
|
|
2022
Q3 | $1.3M | Buy |
+17,450
| New | +$1.3M | 0.55% | 38 |
|