HNW
High Note Wealth’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 | $3.94K | Buy |
+50
| New | +$3.94K | ﹤0.01% | 527 |
|
|
2022
Q4 | – | Sell |
-3,613
| Closed | -$270K | – | 94 |
|
|
2022
Q3 | $270K | Sell |
3,613
-1,856
| -34% | -$139K | 0.11% | 83 |
|
|
2022
Q2 | $420K | Sell |
5,469
-8,242
| -60% | -$633K | 0.16% | 72 |
|
|
2022
Q1 | $1.07M | Sell |
13,711
-13,167
| -49% | -$1.03M | 0.38% | 51 |
|
|
2021
Q4 | $2.17M | Buy |
26,878
+7,867
| +41% | +$636K | 0.73% | 40 |
|
|
2021
Q3 | $1.56M | Sell |
19,011
-784
| -4% | -$64.2K | 0.56% | 50 |
|
|
2021
Q2 | $1.63M | Sell |
19,795
-3,883
| -16% | -$319K | 0.59% | 47 |
|
|
2021
Q1 | $1.95M | Buy |
23,678
+43
| +0.2% | +$3.53K | 0.76% | 43 |
|
|
2020
Q4 | $1.96M | Buy |
+23,635
| New | +$1.96M | 0.83% | 40 |
|