GFWA
Grey Fox Wealth Advisors’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 | $1.87M | Sell |
23,818
-1,328
| -5% | -$105K | 0.45% | 38 |
|
|
2025
Q1 | $1.97M | Sell |
25,146
-1,537
| -6% | -$120K | 0.53% | 31 |
|
|
2024
Q4 | $2.06M | Buy |
26,683
+1,877
| +8% | +$145K | 0.57% | 29 |
|
|
2024
Q3 | $1.95M | Sell |
24,806
-1,889
| -7% | -$149K | 0.54% | 29 |
|
|
2024
Q2 | $2.05M | Sell |
26,695
-2,115
| -7% | -$162K | 0.72% | 25 |
|
|
2024
Q1 | $2.21M | Sell |
28,810
-263
| -0.9% | -$20.2K | 0.83% | 23 |
|
|
2023
Q4 | $2.24M | Sell |
29,073
-877
| -3% | -$67.5K | 0.97% | 22 |
|
|
2023
Q3 | $2.25M | Buy |
+29,950
| New | +$2.25M | 1.13% | 23 |
|
|
2023
Q2 | – | Sell |
-1,669
| Closed | -$128K | – | 157 |
|
|
2023
Q1 | $128K | Buy |
1,669
+105
| +7% | +$8.03K | 0.08% | 117 |
|
|
2022
Q4 | $118K | Buy |
+1,564
| New | +$118K | 0.08% | 120 |
|