EWM
Evergreen 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 | $3.82M | Sell |
48,511
-1,101
| -2% | -$86.6K | 2.14% | 17 |
|
|
2025
Q1 | $3.88M | Buy |
49,612
+2,248
| +5% | +$176K | 2.32% | 15 |
|
|
2024
Q4 | $3.66M | Buy |
47,364
+1,191
| +3% | +$92K | 2.16% | 16 |
|
|
2024
Q3 | $3.63M | Sell |
46,173
-42,961
| -48% | -$3.38M | 2.19% | 18 |
|
|
2024
Q2 | $6.84M | Hold |
89,134
| – | – | 4.53% | 3 |
|
|
2024
Q1 | $6.83M | Hold |
89,134
| – | – | 4.63% | 3 |
|
|
2023
Q4 | $6.87M | Sell |
89,134
-54,121
| -38% | -$4.17M | 5.05% | 3 |
|
|
2023
Q3 | $10.8M | Sell |
143,255
-38,419
| -21% | -$2.89M | 8.51% | 1 |
|
|
2023
Q2 | $13.7M | Buy |
181,674
+25,204
| +16% | +$1.9M | 10.75% | 1 |
|
|
2023
Q1 | $12M | Buy |
156,470
+92,778
| +146% | +$7.1M | 10.63% | 1 |
|
|
2022
Q4 | $4.79M | Buy |
+63,692
| New | +$4.79M | 4.41% | 6 |
|