CTWM
Cherry Tree 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 | $8.9M | Sell |
113,109
-1,486
| -1% | -$117K | 2.07% | 15 |
|
|
2025
Q1 | $8.97M | Buy |
114,595
+4,339
| +4% | +$340K | 2.16% | 13 |
|
|
2024
Q4 | $8.52M | Sell |
110,256
-5,478
| -5% | -$423K | 2.11% | 13 |
|
|
2024
Q3 | $9.11M | Sell |
115,734
-4,310
| -4% | -$339K | 2.16% | 14 |
|
|
2024
Q2 | $9.21M | Buy |
120,044
+4,518
| +4% | +$347K | 2.31% | 12 |
|
|
2024
Q1 | $8.86M | Buy |
115,526
+1,882
| +2% | +$144K | 2.23% | 13 |
|
|
2023
Q4 | $8.75M | Sell |
113,644
-196
| -0.2% | -$15.1K | 2.34% | 12 |
|
|
2023
Q3 | $8.56M | Sell |
113,840
-6,970
| -6% | -$524K | 2.51% | 13 |
|
|
2023
Q2 | $9.13M | Buy |
+120,810
| New | +$9.13M | 2.66% | 13 |
|