FW
Fidato Wealth’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 | $9.69M | Buy |
123,144
+4,413
| +4% | +$347K | 6.93% | 4 |
|
|
2025
Q1 | $9.29M | Buy |
118,731
+1,557
| +1% | +$122K | 7.11% | 4 |
|
|
2024
Q4 | $9.05M | Buy |
117,174
+7,245
| +7% | +$560K | 6.79% | 4 |
|
|
2024
Q3 | $8.65M | Buy |
109,929
+3,650
| +3% | +$287K | 6.95% | 4 |
|
|
2024
Q2 | $8.15M | Buy |
106,279
+4,221
| +4% | +$324K | 7.2% | 5 |
|
|
2024
Q1 | $7.82M | Buy |
102,058
+2,984
| +3% | +$229K | 7.02% | 5 |
|
|
2023
Q4 | $7.63M | Buy |
+99,074
| New | +$7.63M | 7.28% | 5 |
|
|
2022
Q4 | $6.72M | Buy |
89,322
+632
| +0.7% | +$47.6K | 8.44% | 4 |
|
|
2022
Q3 | $6.64M | Buy |
88,690
+352
| +0.4% | +$26.3K | 9.07% | 3 |
|
|
2022
Q2 | $6.78M | Sell |
88,338
-1,369
| -2% | -$105K | 8.85% | 4 |
|
|
2022
Q1 | $6.99M | Buy |
89,707
+4,829
| +6% | +$376K | 7.62% | 4 |
|
|
2021
Q4 | $6.86M | Buy |
+84,878
| New | +$6.86M | 7.3% | 4 |
|