GWM
Guardian 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
Q2 | – | Sell |
-1,608
| Closed | -$126K | – | 82 |
|
|
2025
Q1 | $126K | Sell |
1,608
-3
| -0.2% | -$235 | 0.08% | 72 |
|
|
2024
Q4 | $124K | Sell |
1,611
-56
| -3% | -$4.33K | 0.08% | 78 |
|
|
2024
Q3 | $131K | Sell |
1,667
-170
| -9% | -$13.4K | 0.09% | 74 |
|
|
2024
Q2 | $141K | Buy |
1,837
+101
| +6% | +$7.75K | 0.11% | 73 |
|
|
2024
Q1 | $133K | Sell |
1,736
-435
| -20% | -$33.3K | 0.1% | 76 |
|
|
2023
Q4 | $167K | Buy |
2,171
+107
| +5% | +$8.24K | 0.14% | 70 |
|
|
2023
Q3 | $155K | Buy |
2,064
+79
| +4% | +$5.94K | 0.15% | 73 |
|
|
2023
Q2 | $150K | Sell |
1,985
-198
| -9% | -$15K | 0.14% | 71 |
|
|
2023
Q1 | $167K | Sell |
2,183
-1,069
| -33% | -$81.8K | 0.16% | 76 |
|
|
2022
Q4 | $245K | Buy |
3,252
+1,234
| +61% | +$92.9K | 0.24% | 71 |
|
|
2022
Q3 | $151K | Buy |
2,018
+87
| +5% | +$6.51K | 0.17% | 76 |
|
|
2022
Q2 | $148K | Sell |
1,931
-82
| -4% | -$6.29K | 0.16% | 78 |
|
|
2022
Q1 | $157K | Buy |
2,013
+405
| +25% | +$31.6K | 0.16% | 82 |
|
|
2021
Q4 | $130K | Buy |
+1,608
| New | +$130K | 0.13% | 79 |
|