IWA
Inspirion 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 | $401K | Sell |
5,093
-768
| -13% | -$60.4K | 0.05% | 108 |
|
|
2025
Q1 | $459K | Buy |
5,861
+22
| +0.4% | +$1.72K | 0.06% | 99 |
|
|
2024
Q4 | $451K | Sell |
5,839
-191
| -3% | -$14.7K | 0.06% | 99 |
|
|
2024
Q3 | $475K | Sell |
6,030
-359
| -6% | -$28.3K | 0.07% | 98 |
|
|
2024
Q2 | $490K | Hold |
6,389
| – | – | 0.08% | 89 |
|
|
2024
Q1 | $490K | Sell |
6,389
-495
| -7% | -$38K | 0.08% | 91 |
|
|
2023
Q4 | $529K | Sell |
6,884
-604
| -8% | -$46.4K | 0.1% | 85 |
|
|
2023
Q3 | $563K | Sell |
7,488
-1,379
| -16% | -$104K | 0.11% | 80 |
|
|
2023
Q2 | $670K | Sell |
8,867
-815
| -8% | -$61.6K | 0.13% | 73 |
|
|
2023
Q1 | $741K | Sell |
9,682
-3,026
| -24% | -$231K | 0.15% | 63 |
|
|
2022
Q4 | $957K | Sell |
12,708
-5,505
| -30% | -$414K | 0.2% | 48 |
|
|
2022
Q3 | $1.36M | Sell |
18,213
-2,931
| -14% | -$219K | 0.31% | 34 |
|
|
2022
Q2 | $1.62M | Sell |
21,144
-4,576
| -18% | -$351K | 0.36% | 35 |
|
|
2022
Q1 | $2M | Sell |
25,720
-3,586
| -12% | -$279K | 0.41% | 28 |
|
|
2021
Q4 | $2.37M | Sell |
29,306
-11,623
| -28% | -$940K | 0.5% | 27 |
|
|
2021
Q3 | $3.35M | Sell |
40,929
-21,772
| -35% | -$1.78M | 0.77% | 23 |
|
|
2021
Q2 | $5.15M | Sell |
62,701
-28,317
| -31% | -$2.33M | 1.27% | 18 |
|
|
2021
Q1 | $7.48M | Sell |
91,018
-189,524
| -68% | -$15.6M | 1.98% | 11 |
|
|
2020
Q4 | $23.3M | Buy |
280,542
+255,247
| +1,009% | +$21.2M | 6.55% | 8 |
|
|
2020
Q3 | $2.1M | Buy |
+25,295
| New | +$2.1M | 0.72% | 21 |
|