FPWM
FSB Premier 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 | $2.51M | Sell |
31,852
-1,127
| -3% | -$88.7K | 0.89% | 31 |
|
|
2025
Q1 | $2.58M | Sell |
32,979
-2,515
| -7% | -$197K | 1.01% | 26 |
|
|
2024
Q4 | $2.74M | Sell |
35,494
-921
| -3% | -$71.2K | 1.1% | 23 |
|
|
2024
Q3 | $2.87M | Sell |
36,415
-73
| -0.2% | -$5.74K | 1.17% | 20 |
|
|
2024
Q2 | $2.8M | Sell |
36,488
-1,609
| -4% | -$123K | 1.26% | 18 |
|
|
2024
Q1 | $2.92M | Buy |
38,097
+1,414
| +4% | +$108K | 1.36% | 17 |
|
|
2023
Q4 | $2.83M | Sell |
36,683
-209
| -0.6% | -$16.1K | 1.41% | 18 |
|
|
2023
Q3 | $2.77M | Sell |
36,892
-17
| -0% | -$1.28K | 1.54% | 17 |
|
|
2023
Q2 | $2.79M | Sell |
36,909
-613
| -2% | -$46.3K | 1.51% | 17 |
|
|
2023
Q1 | $2.87M | Sell |
37,522
-1,575
| -4% | -$120K | 1.6% | 17 |
|
|
2022
Q4 | $2.94M | Sell |
39,097
-4,371
| -10% | -$329K | 1.61% | 17 |
|
|
2022
Q3 | $3.25M | Sell |
43,468
-1,836
| -4% | -$137K | 1.9% | 15 |
|
|
2022
Q2 | $3.48M | Sell |
45,304
-3,769
| -8% | -$289K | 1.93% | 14 |
|
|
2022
Q1 | $3.79M | Sell |
49,073
-2,623
| -5% | -$202K | 1.9% | 14 |
|
|
2021
Q4 | $4.18M | Sell |
51,696
-2,119
| -4% | -$171K | 1.74% | 16 |
|
|
2021
Q3 | $4.41M | Buy |
53,815
+3,179
| +6% | +$260K | 2.21% | 15 |
|
|
2021
Q2 | $4.16M | Buy |
50,636
+157
| +0.3% | +$12.9K | 2.13% | 16 |
|
|
2021
Q1 | $4.15M | Buy |
50,479
+10,729
| +27% | +$882K | 2.23% | 15 |
|
|
2020
Q4 | $3.3M | Buy |
+39,750
| New | +$3.3M | 1.76% | 16 |
|