JTWM
Jackson Thornton 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 | $271K | Sell |
3,472
-251
| -7% | -$19.6K | 0.03% | 96 |
|
|
2025
Q1 | $291K | Sell |
3,723
-1,128
| -23% | -$88.3K | 0.04% | 70 |
|
|
2024
Q4 | $375K | Buy |
4,851
+59
| +1% | +$4.56K | 0.05% | 55 |
|
|
2024
Q3 | $377K | Sell |
4,792
-576
| -11% | -$45.3K | 0.05% | 50 |
|
|
2024
Q2 | $412K | Sell |
5,368
-1,214
| -18% | -$93.1K | 0.06% | 45 |
|
|
2024
Q1 | $505K | Buy |
6,582
+3
| +0% | +$230 | 0.09% | 32 |
|
|
2023
Q4 | $507K | Sell |
6,579
-192
| -3% | -$14.8K | 0.09% | 28 |
|
|
2023
Q3 | $509K | Buy |
6,771
+302
| +5% | +$22.7K | 0.11% | 24 |
|
|
2023
Q2 | $489K | Sell |
6,469
-89
| -1% | -$6.73K | 0.1% | 24 |
|
|
2023
Q1 | $502K | Buy |
6,558
+494
| +8% | +$37.8K | 0.11% | 23 |
|
|
2022
Q4 | $457K | Buy |
6,064
+367
| +6% | +$27.6K | 0.11% | 22 |
|
|
2022
Q3 | $426K | Buy |
5,697
+1,320
| +30% | +$98.7K | 0.12% | 23 |
|
|
2022
Q2 | $336K | Buy |
4,377
+446
| +11% | +$34.2K | 0.1% | 19 |
|
|
2022
Q1 | $306K | Buy |
3,931
+385
| +11% | +$30K | 0.08% | 18 |
|
|
2021
Q4 | $287K | Buy |
+3,546
| New | +$287K | 0.08% | 15 |
|