CWM
Cornerstone 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 | $1.24M | Buy |
15,722
+1,611
| +11% | +$127K | 0.08% | 221 |
|
|
2025
Q1 | $1.1M | Sell |
14,111
-209
| -1% | -$16.4K | 0.07% | 225 |
|
|
2024
Q4 | $1.11M | Sell |
14,320
-316
| -2% | -$24.4K | 0.07% | 217 |
|
|
2024
Q3 | $1.15M | Sell |
14,636
-385
| -3% | -$30.3K | 0.08% | 196 |
|
|
2024
Q2 | $1.15M | Sell |
15,021
-924
| -6% | -$70.9K | 0.09% | 181 |
|
|
2024
Q1 | $1.22M | Sell |
15,945
-1,313
| -8% | -$101K | 0.1% | 177 |
|
|
2023
Q4 | $1.33M | Sell |
17,258
-7,649
| -31% | -$589K | 0.11% | 158 |
|
|
2023
Q3 | $1.87M | Sell |
24,907
-4,887
| -16% | -$367K | 0.18% | 122 |
|
|
2023
Q2 | $2.25M | Sell |
29,794
-2,681
| -8% | -$203K | 0.2% | 115 |
|
|
2023
Q1 | $2.48M | Buy |
+32,475
| New | +$2.48M | 0.24% | 94 |
|
|
2022
Q3 | $4.78M | Buy |
63,929
+1,440
| +2% | +$108K | 0.53% | 41 |
|
|
2022
Q2 | $4.8M | Sell |
62,489
-2,740
| -4% | -$210K | 0.53% | 43 |
|
|
2022
Q1 | $5.08M | Sell |
65,229
-68,277
| -51% | -$5.32M | 0.49% | 44 |
|
|
2021
Q4 | $10.8M | Buy |
133,506
+2,278
| +2% | +$184K | 1.03% | 16 |
|
|
2021
Q3 | $10.8M | Buy |
131,228
+5,254
| +4% | +$431K | 1.14% | 16 |
|
|
2021
Q2 | $10.4M | Buy |
125,974
+7,493
| +6% | +$616K | 1.09% | 15 |
|
|
2021
Q1 | $9.74M | Buy |
118,481
+4,683
| +4% | +$385K | 1.15% | 14 |
|
|
2020
Q4 | $9.43M | Buy |
113,798
+38,869
| +52% | +$3.22M | 1.18% | 16 |
|
|
2020
Q3 | $6.22M | Buy |
74,929
+23,739
| +46% | +$1.97M | 0.92% | 20 |
|
|
2020
Q2 | $4.26M | Buy |
51,190
+326
| +0.6% | +$27.1K | 0.69% | 25 |
|
|
2020
Q1 | $4.18M | Sell |
50,864
-5,166
| -9% | -$425K | 0.81% | 23 |
|
|
2019
Q4 | $4.52M | Buy |
56,030
+437
| +0.8% | +$35.2K | 0.73% | 27 |
|
|
2019
Q3 | $4.49M | Sell |
55,593
-640
| -1% | -$51.7K | 0.79% | 25 |
|
|
2019
Q2 | $4.52M | Sell |
56,233
-482
| -0.8% | -$38.8K | 0.81% | 24 |
|
|
2019
Q1 | $12.5M | Sell |
56,715
-27,353
| -33% | -$6.04M | 1.52% | 11 |
|
|
2018
Q4 | $6.6M | Sell |
84,068
-6,573,494
| -99% | -$516M | 1.41% | 16 |
|
|
2018
Q3 | $83.5M | Sell |
6,657,562
-338,699
| -5% | -$4.25M | 1.05% | 19 |
|
|
2018
Q2 | $89.6M | Buy |
6,996,261
+6,904,657
| +7,538% | +$88.5M | 1.01% | 16 |
|
|
2018
Q1 | $7.18M | Buy |
91,604
+5,522
| +6% | +$433K | 1.37% | 16 |
|
|
2017
Q4 | $6.81M | Buy |
86,082
+2,583
| +3% | +$204K | 1.28% | 16 |
|
|
2017
Q3 | $6.66M | Buy |
83,499
+2,881
| +4% | +$230K | 1.38% | 16 |
|
|
2017
Q2 | $6.44M | Buy |
80,618
+6,490
| +9% | +$518K | 1.44% | 14 |
|
|
2017
Q1 | $5.91M | Buy |
74,128
+1,275
| +2% | +$102K | 1.46% | 16 |
|
|
2016
Q4 | $5.79M | Buy |
72,853
+8,647
| +13% | +$687K | 1.86% | 14 |
|
|
2016
Q3 | $5.17M | Buy |
+64,206
| New | +$5.17M | 1.91% | 13 |
|