FNWM
Financial Network 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
Q1 | $479K | Buy |
6,125
+40
| +0.7% | +$3.13K | 0.17% | 70 |
|
2024
Q4 | $470K | Sell |
6,085
-14
| -0.2% | -$1.08K | 0.17% | 68 |
|
2024
Q3 | $479K | Buy |
6,099
+3,371
| +124% | +$265K | 0.17% | 70 |
|
2024
Q2 | $209K | Buy |
+2,728
| New | +$209K | 0.08% | 105 |
|
2022
Q4 | – | Sell |
-5,643
| Closed | -$422K | – | 107 |
|
2022
Q3 | $422K | Buy |
+5,643
| New | +$422K | 0.26% | 49 |
|
2022
Q2 | – | Sell |
-2,687
| Closed | -$209K | – | 102 |
|
2022
Q1 | $209K | Sell |
2,687
-1,347
| -33% | -$105K | 0.11% | 105 |
|
2021
Q4 | $326K | Buy |
4,034
+653
| +19% | +$52.8K | 0.17% | 75 |
|
2021
Q3 | $277K | Hold |
3,381
| – | – | 0.16% | 86 |
|
2021
Q2 | $278K | Buy |
3,381
+703
| +26% | +$57.8K | 0.16% | 81 |
|
2021
Q1 | $220K | Buy |
+2,678
| New | +$220K | 0.14% | 94 |
|