HNWAG
High Net Worth Advisory Group’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 | $251K | Hold |
3,194
| – | – | 0.07% | 196 |
|
|
2025
Q1 | $250K | Buy |
3,194
+384
| +14% | +$30.1K | 0.07% | 188 |
|
|
2024
Q4 | $217K | Sell |
2,810
-700
| -20% | -$54.1K | 0.06% | 207 |
|
|
2024
Q3 | $276K | Sell |
3,510
-600
| -15% | -$47.2K | 0.08% | 180 |
|
|
2024
Q2 | $315K | Hold |
4,110
| – | – | 0.1% | 154 |
|
|
2024
Q1 | $315K | Hold |
4,110
| – | – | 0.1% | 158 |
|
|
2023
Q4 | $317K | Sell |
4,110
-505
| -11% | -$38.9K | 0.12% | 137 |
|
|
2023
Q3 | $347K | Hold |
4,615
| – | – | 0.14% | 125 |
|
|
2023
Q2 | $349K | Buy |
+4,615
| New | +$349K | 0.14% | 133 |
|
|
2023
Q1 | – | Sell |
-470
| Closed | -$35.4K | – | 244 |
|
|
2022
Q4 | $35.4K | Sell |
470
-30
| -6% | -$2.26K | 0.01% | 373 |
|
|
2022
Q3 | $37K | Buy |
500
+190
| +61% | +$14.1K | 0.02% | 373 |
|
|
2022
Q2 | $24K | Hold |
310
| – | – | 0.01% | 418 |
|
|
2022
Q1 | $24K | Hold |
310
| – | – | 0.01% | 428 |
|
|
2021
Q4 | $25K | Buy |
+310
| New | +$25K | 0.01% | 431 |
|