JWCA
J.W. Coons 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 | $384K | Sell |
4,875
-155
| -3% | -$12.2K | 0.09% | 186 |
|
|
2025
Q1 | $394K | Hold |
5,030
| – | – | 0.1% | 167 |
|
|
2024
Q4 | $389K | Hold |
5,030
| – | – | 0.1% | 172 |
|
|
2024
Q3 | $396K | Hold |
5,030
| – | – | 0.1% | 172 |
|
|
2024
Q2 | $386K | Hold |
5,030
| – | – | 0.09% | 170 |
|
|
2024
Q1 | $386K | Hold |
5,030
| – | – | 0.09% | 175 |
|
|
2023
Q4 | $387K | Buy |
+5,030
| New | +$387K | 0.1% | 164 |
|