DWS
Discipline Wealth Solutions’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 | $2.58M | Buy |
32,803
+12,118
| +59% | +$954K | 0.99% | 19 |
|
|
2025
Q1 | $1.62M | Buy |
20,685
+130
| +0.6% | +$10.2K | 0.77% | 24 |
|
|
2024
Q4 | $1.59M | Sell |
20,555
-3,718
| -15% | -$287K | 0.74% | 23 |
|
|
2024
Q3 | $1.91M | Buy |
24,273
+6,553
| +37% | +$516K | 1.01% | 17 |
|
|
2024
Q2 | $1.36M | Buy |
17,720
+3,061
| +21% | +$235K | 1.07% | 12 |
|
|
2024
Q1 | $1.12M | Sell |
14,659
-5,031
| -26% | -$384K | 1.04% | 12 |
|
|
2023
Q4 | $1.51M | Buy |
+19,690
| New | +$1.51M | 1.51% | 12 |
|