GWP
Gateway Wealth Partners’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 | $422K | Buy |
5,357
+229
| +4% | +$18K | 0.08% | 227 |
|
|
2025
Q1 | $401K | Buy |
5,128
+262
| +5% | +$20.5K | 0.09% | 212 |
|
|
2024
Q4 | $376K | Buy |
4,866
+58
| +1% | +$4.48K | 0.1% | 195 |
|
|
2024
Q3 | $378K | Buy |
+4,808
| New | +$378K | 0.1% | 179 |
|
|
2023
Q4 | – | Sell |
-68,498
| Closed | -$5.15M | – | 232 |
|
|
2023
Q3 | $5.15M | Buy |
68,498
+7
| +0% | +$526 | 0.93% | 23 |
|
|
2023
Q2 | $5.18M | Buy |
68,491
+2,700
| +4% | +$204K | 0.93% | 23 |
|
|
2023
Q1 | $5.03M | Buy |
65,791
+1,146
| +2% | +$87.7K | 0.77% | 26 |
|
|
2022
Q4 | $4.87M | Buy |
+64,645
| New | +$4.87M | 0.84% | 25 |
|