FWM
FSA 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 |
-115
| Closed | -$9K | – | 547 |
|
|
2025
Q1 | $9K | Buy |
115
+68
| +145% | +$5.32K | ﹤0.01% | 282 |
|
|
2024
Q4 | $3.66K | Hold |
47
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $3.68K | Buy |
+47
| New | +$3.68K | ﹤0.01% | 435 |
|
|
2024
Q1 | $3.52K | Hold |
46
| – | – | ﹤0.01% | 490 |
|
|
2023
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 449 |
|
|
2022
Q3 | – | Sell |
-15,429
| Closed | -$1.19M | – | 50 |
|
|
2022
Q2 | $1.19M | Buy |
+15,429
| New | +$1.19M | 3.29% | 8 |
|
|
2020
Q2 | – | Sell |
-125
| Closed | -$10K | – | 388 |
|
|
2020
Q1 | $10K | Hold |
125
| – | – | 0.01% | 240 |
|
|
2019
Q4 | $10K | Buy |
+125
| New | +$10K | 0.01% | 301 |
|