HWM
Hohimer 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 | $6.99M | Sell |
88,805
-113,289
| -56% | -$8.92M | 1.24% | 13 |
|
|
2025
Q1 | $15.8M | Sell |
202,094
-106,455
| -35% | -$8.33M | 3.08% | 3 |
|
|
2024
Q4 | $23.8M | Buy |
308,549
+256,667
| +495% | +$19.8M | 4.49% | 2 |
|
|
2024
Q3 | $4.08M | Sell |
51,882
-1,697
| -3% | -$134K | 0.88% | 41 |
|
|
2024
Q2 | $4.11M | Sell |
53,579
-3,179
| -6% | -$244K | 0.95% | 30 |
|
|
2024
Q1 | $4.35M | Buy |
56,758
+11,238
| +25% | +$862K | 1.02% | 24 |
|
|
2023
Q4 | $3.51M | Buy |
45,520
+4,690
| +11% | +$361K | 0.89% | 36 |
|
|
2023
Q3 | $3.07M | Buy |
40,830
+3,825
| +10% | +$288K | 0.88% | 38 |
|
|
2023
Q2 | $2.8M | Buy |
37,005
+4,323
| +13% | +$327K | 0.77% | 46 |
|
|
2023
Q1 | $2.5M | Buy |
+32,682
| New | +$2.5M | 0.72% | 53 |
|