DWM
Dopkins 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 | – | Sell |
-2,615
| Closed | -$205K | – | 84 |
|
|
2025
Q1 | $205K | Sell |
2,615
-368
| -12% | -$28.8K | 0.1% | 79 |
|
|
2024
Q4 | $230K | Buy |
+2,983
| New | +$230K | 0.12% | 72 |
|
|
2024
Q3 | – | Sell |
-3,007
| Closed | -$231K | – | 68 |
|
|
2024
Q2 | $231K | Buy |
3,007
+4
| +0.1% | +$307 | 0.14% | 70 |
|
|
2024
Q1 | $230K | Buy |
+3,003
| New | +$230K | 0.14% | 68 |
|
|
2023
Q4 | – | Sell |
-3,028
| Closed | -$228K | – | 46 |
|
|
2023
Q3 | $228K | Buy |
+3,028
| New | +$228K | 0.17% | 51 |
|