CSWM
Cassady Schiller 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 | $28.8K | Hold |
373
| – | – | 0.01% | 250 |
|
|
2024
Q3 | $29.4K | Sell |
373
-355
| -49% | -$27.9K | 0.01% | 243 |
|
|
2024
Q2 | $55.8K | Buy |
728
+355
| +95% | +$27.2K | 0.02% | 190 |
|
|
2024
Q1 | $28.6K | Hold |
373
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $28.7K | Hold |
373
| – | – | 0.01% | 249 |
|
|
2023
Q3 | $28K | Hold |
373
| – | – | 0.02% | 247 |
|
|
2023
Q2 | $28.2K | Sell |
373
-1,408
| -79% | -$106K | 0.02% | 256 |
|
|
2023
Q1 | $136K | Buy |
1,781
+1,358
| +321% | +$104K | 0.06% | 126 |
|
|
2022
Q4 | $31.8K | Buy |
+423
| New | +$31.8K | 0.02% | 228 |
|
|
2022
Q1 | – | Sell |
-1,586
| Closed | -$128K | – | 170 |
|
|
2021
Q4 | $128K | Buy |
+1,586
| New | +$128K | 0.08% | 121 |
|