EWM
Evermay 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 |
-58
| Closed | -$4.54K | – | 578 |
|
|
2025
Q1 | $4.54K | Buy |
+58
| New | +$4.54K | ﹤0.01% | 491 |
|
|
2023
Q3 | – | Sell |
-5,513
| Closed | -$417K | – | 562 |
|
|
2023
Q2 | $417K | Hold |
5,513
| – | – | 0.08% | 115 |
|
|
2023
Q1 | $422K | Sell |
5,513
-1,289
| -19% | -$98.6K | 0.09% | 107 |
|
|
2022
Q4 | $512K | Sell |
6,802
-102,249
| -94% | -$7.7M | 0.1% | 97 |
|
|
2022
Q3 | $8.16M | Sell |
109,051
-6,470
| -6% | -$484K | 1.62% | 11 |
|
|
2022
Q2 | $8.87M | Sell |
115,521
-43,453
| -27% | -$3.34M | 1.72% | 11 |
|
|
2022
Q1 | $12.4M | Buy |
158,974
+150,985
| +1,890% | +$11.8M | 2.08% | 11 |
|
|
2021
Q4 | $646K | Buy |
7,989
+4,389
| +122% | +$355K | 0.12% | 73 |
|
|
2021
Q3 | $295K | Hold |
3,600
| – | – | 0.06% | 134 |
|
|
2021
Q2 | $296K | Hold |
3,600
| – | – | 0.05% | 145 |
|
|
2021
Q1 | $296K | Sell |
3,600
-5,760
| -62% | -$474K | 0.06% | 142 |
|
|
2020
Q4 | $776K | Buy |
9,360
+1,005
| +12% | +$83.3K | 0.17% | 60 |
|
|
2020
Q3 | $694K | Buy |
8,355
+1,433
| +21% | +$119K | 0.17% | 64 |
|
|
2020
Q2 | $575K | Buy |
6,922
+880
| +15% | +$73.1K | 0.15% | 69 |
|
|
2020
Q1 | $497K | Hold |
6,042
| – | – | 0.15% | 67 |
|
|
2019
Q4 | $487K | Hold |
6,042
| – | – | 0.12% | 91 |
|
|
2019
Q3 | $488K | Hold |
6,042
| – | – | 0.13% | 79 |
|
|
2019
Q2 | $487K | Sell |
6,042
-135
| -2% | -$10.9K | 0.14% | 76 |
|
|
2019
Q1 | $492K | Hold |
6,177
| – | – | 0.14% | 75 |
|
|
2018
Q4 | $485K | Hold |
6,177
| – | – | 0.16% | 65 |
|
|
2018
Q3 | $482K | Hold |
6,177
| – | – | 0.15% | 75 |
|
|
2018
Q2 | $483K | Buy |
6,177
+80
| +1% | +$6.26K | 0.16% | 73 |
|
|
2018
Q1 | $478K | Sell |
6,097
-31
| -0.5% | -$2.43K | 0.16% | 69 |
|
|
2017
Q4 | $485K | Buy |
6,128
+430
| +8% | +$34K | 0.18% | 65 |
|
|
2017
Q3 | $455K | Buy |
5,698
+235
| +4% | +$18.8K | 0.2% | 49 |
|
|
2017
Q2 | $436K | Buy |
5,463
+1,058
| +24% | +$84.4K | 0.19% | 43 |
|
|
2017
Q1 | $351K | Hold |
4,405
| – | – | 0.16% | 53 |
|
|
2016
Q4 | $350K | Hold |
4,405
| – | – | 0.17% | 46 |
|
|
2016
Q3 | $356K | Hold |
4,405
| – | – | 0.18% | 44 |
|
|
2016
Q2 | $357K | Sell |
4,405
-230
| -5% | -$18.6K | 0.19% | 46 |
|
|
2016
Q1 | $374K | Buy |
4,635
+970
| +26% | +$78.3K | 0.21% | 44 |
|
|
2015
Q4 | $292K | Buy |
3,665
+1,000
| +38% | +$79.7K | 0.17% | 52 |
|
|
2015
Q3 | $214K | Buy |
+2,665
| New | +$214K | 0.13% | 77 |
|
|
2015
Q2 | – | Sell |
-2,565
| Closed | -$207K | – | 85 |
|
|
2015
Q1 | $207K | Buy |
+2,565
| New | +$207K | 0.12% | 83 |
|