GSWM
Greenup Street 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
Q1 | – | Sell |
-3,329
| Closed | -$257K | – | 99 |
|
|
2024
Q4 | $257K | Hold |
3,329
| – | – | 0.05% | 87 |
|
|
2024
Q3 | $262K | Hold |
3,329
| – | – | 0.05% | 79 |
|
|
2024
Q2 | $255K | Sell |
3,329
-1
| -0% | -$77 | 0.06% | 75 |
|
|
2024
Q1 | $255K | Sell |
3,330
-2,466
| -43% | -$189K | 0.06% | 75 |
|
|
2023
Q4 | $446K | Sell |
5,796
-50,575
| -90% | -$3.9M | 0.12% | 62 |
|
|
2023
Q3 | $4.24M | Sell |
56,371
-6,876
| -11% | -$517K | 1.38% | 16 |
|
|
2023
Q2 | $4.78M | Sell |
63,247
-24,312
| -28% | -$1.84M | 1.31% | 22 |
|
|
2023
Q1 | $6.7M | Sell |
87,559
-26,230
| -23% | -$2.01M | 2.35% | 8 |
|
|
2022
Q4 | $8.57M | Sell |
113,789
-1,297
| -1% | -$97.6K | 3.57% | 5 |
|
|
2022
Q3 | $8.61M | Buy |
115,086
+28,354
| +33% | +$2.12M | 3.88% | 6 |
|
|
2022
Q2 | $6.66M | Buy |
86,732
+38,640
| +80% | +$2.97M | 3.13% | 8 |
|
|
2022
Q1 | $3.75M | Buy |
48,092
+21,930
| +84% | +$1.71M | 2.07% | 14 |
|
|
2021
Q4 | $2.12M | Buy |
+26,162
| New | +$2.12M | 1.24% | 25 |
|