HWA
Hillcrest 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 | $982K | Sell |
12,474
-1,000
| -7% | -$78.7K | 0.46% | 25 |
|
|
2025
Q1 | $1.05M | Sell |
13,474
-3,550
| -21% | -$278K | 0.52% | 25 |
|
|
2024
Q4 | $1.32M | Sell |
17,024
-550
| -3% | -$42.5K | 0.63% | 24 |
|
|
2024
Q3 | $1.38M | Hold |
17,574
| – | – | 0.69% | 22 |
|
|
2024
Q2 | $1.35M | Hold |
17,574
| – | – | 0.73% | 22 |
|
|
2024
Q1 | $1.35M | Sell |
17,574
-5,500
| -24% | -$422K | 0.73% | 22 |
|
|
2023
Q4 | $1.78M | Hold |
23,074
| – | – | 0.98% | 21 |
|
|
2023
Q3 | $1.73M | Hold |
23,074
| – | – | 0.99% | 22 |
|
|
2023
Q2 | $1.74M | Sell |
23,074
-850
| -4% | -$64.2K | 1.03% | 22 |
|
|
2023
Q1 | $1.83M | Sell |
23,924
-300
| -1% | -$22.9K | 1.08% | 23 |
|
|
2022
Q4 | $1.82M | Sell |
24,224
-750
| -3% | -$56.5K | 1.09% | 23 |
|
|
2022
Q3 | $1.87M | Buy |
24,974
+1,500
| +6% | +$112K | 1.19% | 23 |
|
|
2022
Q2 | $1.8M | Buy |
23,474
+3,500
| +18% | +$269K | 1.09% | 25 |
|
|
2022
Q1 | $1.56M | Buy |
19,974
+3,221
| +19% | +$251K | 0.86% | 26 |
|
|
2021
Q4 | $1.35M | Hold |
16,753
| – | – | 0.73% | 27 |
|
|
2021
Q3 | $1.37M | Hold |
16,753
| – | – | 0.81% | 25 |
|
|
2021
Q2 | $1.38M | Hold |
16,753
| – | – | 0.83% | 24 |
|
|
2021
Q1 | $1.38M | Hold |
16,753
| – | – | 0.84% | 25 |
|
|
2020
Q4 | $1.39M | Hold |
16,753
| – | – | 0.93% | 25 |
|
|
2020
Q3 | $1.39M | Buy |
16,753
+450
| +3% | +$37.4K | 0.99% | 22 |
|
|
2020
Q2 | $1.36M | Hold |
16,303
| – | – | 1.17% | 20 |
|
|
2020
Q1 | $1.34M | Sell |
16,303
-2,000
| -11% | -$164K | 1.34% | 20 |
|
|
2019
Q4 | $1.48M | Hold |
18,303
| – | – | 1.23% | 19 |
|
|
2019
Q3 | $1.48M | Sell |
18,303
-400
| -2% | -$32.3K | 1.27% | 19 |
|
|
2019
Q2 | $1.51M | Sell |
18,703
-800
| -4% | -$64.4K | 1.27% | 20 |
|
|
2019
Q1 | $1.55M | Sell |
19,503
-6,000
| -24% | -$477K | 1.36% | 20 |
|
|
2018
Q4 | $2M | Buy |
+25,503
| New | +$2M | 1.86% | 17 |
|