CWM
ClientFirst 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 | $507K | Hold |
6,437
| – | – | 0.52% | 22 |
|
|
2025
Q1 | $504K | Hold |
6,437
| – | – | 0.57% | 19 |
|
|
2024
Q4 | $497K | Buy |
+6,437
| New | +$497K | 0.5% | 18 |
|
|
2023
Q3 | $485K | Buy |
6,437
+2,964
| +85% | +$223K | 0.59% | 17 |
|
|
2023
Q2 | $263K | Buy |
+3,473
| New | +$263K | 0.31% | 23 |
|