DWP
Daymark Wealth Partners’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 | $579K | Buy |
7,358
+889
| +14% | +$70K | 0.02% | 328 |
|
|
2025
Q1 | $506K | Buy |
6,469
+7
| +0.1% | +$548 | 0.02% | 329 |
|
|
2024
Q4 | $499K | Buy |
+6,462
| New | +$499K | 0.02% | 320 |
|
|
2024
Q3 | – | Sell |
-3,381
| Closed | -$259K | – | 515 |
|
|
2024
Q2 | $259K | Sell |
3,381
-1,167
| -26% | -$89.5K | 0.01% | 425 |
|
|
2024
Q1 | $349K | Buy |
4,548
+341
| +8% | +$26.1K | 0.02% | 317 |
|
|
2023
Q4 | $324K | Buy |
4,207
+130
| +3% | +$10K | 0.02% | 310 |
|
|
2023
Q3 | $306K | Sell |
4,077
-242
| -6% | -$18.2K | 0.02% | 301 |
|
|
2023
Q2 | $326K | Buy |
+4,319
| New | +$326K | 0.02% | 286 |
|