GWMIA
Global Wealth Management Investment Advisory’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 | $1.63M | Sell |
20,690
-1,481
| -7% | -$117K | 0.31% | 79 |
|
|
2025
Q1 | $1.74M | Sell |
22,171
-287
| -1% | -$22.5K | 0.35% | 81 |
|
|
2024
Q4 | $1.74M | Buy |
22,458
+318
| +1% | +$24.6K | 0.36% | 82 |
|
|
2024
Q3 | $1.74M | Sell |
22,140
-329
| -1% | -$25.9K | 0.38% | 75 |
|
|
2024
Q2 | $1.72M | Sell |
22,469
-1,062
| -5% | -$81.5K | 0.4% | 70 |
|
|
2024
Q1 | $1.8M | Sell |
23,531
-2,817
| -11% | -$216K | 0.44% | 68 |
|
|
2023
Q4 | $2.03M | Sell |
26,348
-1,230
| -4% | -$94.7K | 0.52% | 61 |
|
|
2023
Q3 | $2.07M | Sell |
27,578
-1,129
| -4% | -$84.9K | 0.58% | 61 |
|
|
2023
Q2 | $2.17M | Sell |
28,707
-1,194
| -4% | -$90.2K | 0.6% | 58 |
|
|
2023
Q1 | $2.29M | Buy |
29,901
+8,030
| +37% | +$614K | 0.69% | 57 |
|
|
2022
Q4 | $1.65M | Sell |
21,871
-385
| -2% | -$29K | 0.54% | 61 |
|
|
2022
Q3 | $1.67M | Sell |
22,256
-417
| -2% | -$31.2K | 0.59% | 62 |
|
|
2022
Q2 | $1.74M | Sell |
22,673
-1,420
| -6% | -$109K | 0.59% | 61 |
|
|
2022
Q1 | $1.88M | Sell |
24,093
-8,186
| -25% | -$638K | 0.56% | 63 |
|
|
2021
Q4 | $2.61M | Sell |
32,279
-249
| -0.8% | -$20.1K | 0.78% | 48 |
|
|
2021
Q3 | $2.67M | Buy |
32,528
+456
| +1% | +$37.4K | 0.84% | 41 |
|
|
2021
Q2 | $2.64M | Buy |
32,072
+1,216
| +4% | +$99.9K | 0.88% | 39 |
|
|
2021
Q1 | $2.54M | Buy |
30,856
+6,250
| +25% | +$514K | 0.91% | 36 |
|
|
2020
Q4 | $2.04M | Buy |
24,606
+694
| +3% | +$57.5K | 0.79% | 43 |
|
|
2020
Q3 | $1.99M | Buy |
23,912
+780
| +3% | +$64.8K | 0.86% | 38 |
|
|
2020
Q2 | $1.92M | Buy |
23,132
+1,345
| +6% | +$112K | 0.82% | 44 |
|
|
2020
Q1 | $1.79M | Buy |
21,787
+596
| +3% | +$49K | 0.9% | 39 |
|
|
2019
Q4 | $1.71M | Buy |
21,191
+777
| +4% | +$62.6K | 0.72% | 55 |
|
|
2019
Q3 | $1.65M | Buy |
20,414
+635
| +3% | +$51.3K | 0.75% | 55 |
|
|
2019
Q2 | $1.59M | Buy |
19,779
+168
| +0.9% | +$13.5K | 0.77% | 53 |
|
|
2019
Q1 | $1.56M | Buy |
19,611
+502
| +3% | +$40K | 0.81% | 45 |
|
|
2018
Q4 | $1.5M | Buy |
+19,109
| New | +$1.5M | 0.87% | 46 |
|