EWM
Elmwood 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 | $348K | Hold |
4,425
| – | – | 0.14% | 105 |
|
|
2025
Q1 | $346K | Sell |
4,425
-300
| -6% | -$23.5K | 0.14% | 109 |
|
|
2024
Q4 | $365K | Sell |
4,725
-10,000
| -68% | -$773K | 0.15% | 108 |
|
|
2024
Q3 | $1.16M | Hold |
14,725
| – | – | 0.48% | 72 |
|
|
2024
Q2 | $1.13M | Buy |
14,725
+6
| +0% | +$460 | 0.5% | 70 |
|
|
2024
Q1 | $1.13M | Buy |
14,719
+719
| +5% | +$55.1K | 0.48% | 68 |
|
|
2023
Q4 | $1.08M | Hold |
14,000
| – | – | 0.76% | 44 |
|
|
2023
Q3 | $1.05M | Sell |
14,000
-2,385
| -15% | -$179K | 0.51% | 67 |
|
|
2023
Q2 | $1.24M | Hold |
16,385
| – | – | 0.58% | 60 |
|
|
2023
Q1 | $1.25M | Sell |
16,385
-3,516
| -18% | -$269K | 0.59% | 60 |
|
|
2022
Q4 | $1.5M | Sell |
19,901
-1,350
| -6% | -$102K | 0.75% | 43 |
|
|
2022
Q3 | $1.59M | Sell |
21,251
-1,799
| -8% | -$135K | 0.79% | 40 |
|
|
2022
Q2 | $1.77M | Buy |
+23,050
| New | +$1.77M | 1.01% | 39 |
|