CWM
Congress 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 | $72.3M | Buy |
918,429
+868,730
| +1,748% | +$68.4M | 0.7% | 20 |
|
|
2025
Q1 | $3.89M | Buy |
49,699
+9,108
| +22% | +$713K | 0.05% | 367 |
|
|
2024
Q4 | $3.14M | Buy |
40,591
+164
| +0.4% | +$12.7K | 0.04% | 347 |
|
|
2024
Q3 | $3.18M | Buy |
40,427
+36,469
| +921% | +$2.87M | 0.04% | 360 |
|
|
2024
Q2 | $304K | Buy |
3,958
+1,044
| +36% | +$80.1K | ﹤0.01% | 615 |
|
|
2024
Q1 | $223K | Buy |
2,914
+25
| +0.9% | +$1.92K | ﹤0.01% | 556 |
|
|
2023
Q4 | $223K | Buy |
2,889
+4
| +0.1% | +$308 | ﹤0.01% | 579 |
|
|
2023
Q3 | $217K | Buy |
+2,885
| New | +$217K | ﹤0.01% | 572 |
|
|
2022
Q1 | – | Sell |
-2,671
| Closed | -$216K | – | 595 |
|
|
2021
Q4 | $216K | Buy |
+2,671
| New | +$216K | ﹤0.01% | 580 |
|