GM
GeoWealth 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 | $36K | Buy |
458
+421
| +1,138% | +$33.1K | ﹤0.01% | 989 |
|
|
2025
Q1 | $2.9K | Sell |
37
-73
| -66% | -$5.71K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $8.5K | Sell |
110
-2,446
| -96% | -$189K | ﹤0.01% | 1503 |
|
|
2024
Q3 | $201K | Sell |
2,556
-50,190
| -95% | -$3.95M | 0.01% | 718 |
|
|
2024
Q2 | $4.05M | Sell |
52,746
-14,912
| -22% | -$1.14M | 0.18% | 88 |
|
|
2024
Q1 | $5.19M | Buy |
67,658
+21,028
| +45% | +$1.61M | 0.2% | 89 |
|
|
2023
Q4 | $3.59M | Buy |
46,630
+8,874
| +24% | +$683K | 0.3% | 76 |
|
|
2023
Q3 | $2.84M | Sell |
37,756
-1,823
| -5% | -$137K | 0.32% | 78 |
|
|
2023
Q2 | $2.99M | Sell |
39,579
-32,284
| -45% | -$2.44M | 0.32% | 64 |
|
|
2023
Q1 | $5.5M | Buy |
71,863
+5,870
| +9% | +$449K | 0.64% | 31 |
|
|
2022
Q4 | $4.97M | Buy |
65,993
+15,085
| +30% | +$1.14M | 0.53% | 40 |
|
|
2022
Q3 | $3.81M | Buy |
50,908
+380
| +0.8% | +$28.4K | 0.42% | 52 |
|
|
2022
Q2 | $3.88M | Buy |
50,528
+38,964
| +337% | +$2.99M | 0.52% | 49 |
|
|
2022
Q1 | $901K | Sell |
11,564
-1,502
| -11% | -$117K | 0.08% | 157 |
|
|
2021
Q4 | $1.06M | Sell |
13,066
-19,601
| -60% | -$1.58M | 0.09% | 146 |
|
|
2021
Q3 | $2.68M | Sell |
32,667
-28,676
| -47% | -$2.35M | 0.22% | 98 |
|
|
2021
Q2 | $5.04M | Buy |
61,343
+2,021
| +3% | +$166K | 0.64% | 44 |
|
|
2021
Q1 | $4.88M | Buy |
59,322
+520
| +0.9% | +$42.8K | 0.76% | 37 |
|
|
2020
Q4 | $4.87M | Sell |
58,802
-25,564
| -30% | -$2.12M | 0.78% | 36 |
|
|
2020
Q3 | $6.99M | Buy |
84,366
+23,973
| +40% | +$1.99M | 2.11% | 9 |
|
|
2020
Q2 | $5.02M | Buy |
+60,393
| New | +$5.02M | 2.08% | 14 |
|
|
2019
Q4 | – | Sell |
-112,067
| Closed | -$9.05M | – | 116 |
|
|
2019
Q3 | $9.05M | Buy |
+112,067
| New | +$9.05M | 2.04% | 12 |
|