GWANC
Guardian Wealth Advisors (North Carolina)’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 | $12K | Sell |
152
-48
| -24% | -$3.78K | ﹤0.01% | 472 |
|
|
2025
Q1 | $15.7K | Sell |
200
-192
| -49% | -$15K | ﹤0.01% | 443 |
|
|
2024
Q4 | $30.3K | Sell |
392
-708
| -64% | -$54.7K | ﹤0.01% | 392 |
|
|
2024
Q3 | $86.6K | Hold |
1,100
| – | – | 0.01% | 289 |
|
|
2024
Q2 | $84.4K | Hold |
1,100
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $84.3K | Sell |
1,100
-481
| -30% | -$36.9K | 0.01% | 292 |
|
|
2023
Q4 | $121K | Hold |
1,581
| – | – | 0.02% | 261 |
|
|
2023
Q3 | $119K | Hold |
1,581
| – | – | 0.02% | 254 |
|
|
2023
Q2 | $119K | Buy |
1,581
+1,100
| +229% | +$83.1K | 0.02% | 243 |
|
|
2023
Q1 | $36.8K | Hold |
481
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $36.2K | Sell |
481
-11
| -2% | -$828 | 0.01% | 272 |
|
|
2022
Q3 | $37K | Sell |
492
-1,107
| -69% | -$83.3K | 0.01% | 246 |
|
|
2022
Q2 | $123K | Buy |
1,599
+1,498
| +1,483% | +$115K | 0.02% | 197 |
|
|
2022
Q1 | $8K | Hold |
101
| – | – | ﹤0.01% | 218 |
|
|
2021
Q4 | $8K | Buy |
+101
| New | +$8K | ﹤0.01% | 209 |
|