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FMA Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FMA Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-150,335
Closed -$11.5M – 45
2024
Q2 		$11.5M Buy
150,335
+514
+0.3% +$39.4K 9.32% 3
2024
Q1 		$11.5M Buy
149,821
+890
+0.6% +$68.2K 9.52% 3
2023
Q4 		$11.5M Buy
+148,931
New +$11.5M 10.45% 2