CAWM
Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,420
| Closed | -$334K | – | 136 |
|
|
2023
Q2 | $334K | Sell |
4,420
-245
| -5% | -$18.5K | 0.09% | 94 |
|
|
2023
Q1 | $357K | Sell |
4,665
-495
| -10% | -$37.9K | 0.1% | 93 |
|
|
2022
Q4 | $388K | Sell |
5,160
-686
| -12% | -$51.6K | 0.12% | 81 |
|
|
2022
Q3 | $437K | Sell |
5,846
-1,898
| -25% | -$142K | 0.15% | 75 |
|
|
2022
Q2 | $595K | Sell |
7,744
-4,015
| -34% | -$308K | 0.19% | 60 |
|
|
2022
Q1 | $916K | Sell |
11,759
-8,253
| -41% | -$643K | 0.28% | 51 |
|
|
2021
Q4 | $1.62M | Buy |
20,012
+371
| +2% | +$30K | 0.49% | 39 |
|
|
2021
Q3 | $1.61M | Sell |
19,641
-917
| -4% | -$75.1K | 0.57% | 35 |
|
|
2021
Q2 | $1.69M | Buy |
20,558
+8,721
| +74% | +$716K | 0.63% | 35 |
|
|
2021
Q1 | $973K | Buy |
+11,837
| New | +$973K | 0.42% | 42 |
|