CWM
Cedar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.5K | Buy |
+578
| New | +$45.5K | 0.02% | 122 |
|
|
2024
Q4 | – | Sell |
-450
| Closed | -$35.4K | – | 198 |
|
|
2024
Q3 | $35.4K | Buy |
450
+92
| +26% | +$7.24K | 0.01% | 169 |
|
|
2024
Q2 | $27.5K | Buy |
358
+282
| +371% | +$21.6K | 0.01% | 190 |
|
|
2024
Q1 | $5.83K | Sell |
76
-1
| -1% | -$77 | ﹤0.01% | 279 |
|
|
2023
Q4 | $5.93K | Buy |
77
+6
| +8% | +$462 | ﹤0.01% | 237 |
|
|
2023
Q3 | $5.34K | Sell |
71
-510
| -88% | -$38.3K | ﹤0.01% | 246 |
|
|
2023
Q2 | $43.9K | Buy |
581
+580
| +58,000% | +$43.8K | 0.02% | 163 |
|
|
2023
Q1 | $76 | Buy |
+1
| New | +$76 | ﹤0.01% | 298 |
|