JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $126K | Hold |
1,642
| – | – | 0.03% | 248 |
|
|
2024
Q1 | $126K | Hold |
1,642
| – | – | 0.03% | 252 |
|
|
2023
Q4 | $126K | Hold |
1,642
| – | – | 0.03% | 236 |
|
|
2023
Q3 | $123K | Hold |
1,642
| – | – | 0.03% | 217 |
|
|
2023
Q2 | $124K | Sell |
1,642
-339
| -17% | -$25.6K | 0.03% | 187 |
|
|
2023
Q1 | $151K | Hold |
1,981
| – | – | 0.04% | 152 |
|
|
2022
Q4 | $151K | Hold |
1,981
| – | – | 0.04% | 157 |
|
|
2022
Q3 | $148K | Hold |
1,981
| – | – | 0.05% | 136 |
|
|
2022
Q2 | $153K | Sell |
1,981
-601
| -23% | -$46.4K | 0.05% | 141 |
|
|
2022
Q1 | $201K | Hold |
2,582
| – | – | 0.06% | 113 |
|
|
2021
Q4 | $209K | Hold |
2,582
| – | – | 0.06% | 97 |
|
|
2021
Q3 | $212K | Hold |
2,582
| – | – | 0.08% | 90 |
|
|
2021
Q2 | $212K | Hold |
2,582
| – | – | 0.08% | 77 |
|
|
2021
Q1 | $212K | Hold |
2,582
| – | – | 0.08% | 65 |
|
|
2020
Q4 | $214K | Hold |
2,582
| – | – | 0.1% | 53 |
|
|
2020
Q3 | $214K | Hold |
2,582
| – | – | 0.12% | 41 |
|
|
2020
Q2 | $215K | Hold |
2,582
| – | – | 0.12% | 37 |
|
|
2020
Q1 | $212K | Hold |
2,582
| – | – | 0.12% | 36 |
|
|
2019
Q4 | $208K | Hold |
2,582
| – | – | 0.09% | 37 |
|
|
2019
Q3 | $209K | Hold |
2,582
| – | – | 0.1% | 36 |
|
|
2019
Q2 | $208K | Buy |
2,582
+979
| +61% | +$78.9K | 0.1% | 35 |
|
|
2019
Q1 | $128K | Hold |
1,603
| – | – | 0.06% | 52 |
|
|
2018
Q4 | $126K | Buy |
1,603
+1,264
| +373% | +$99.4K | 0.06% | 52 |
|
|
2018
Q3 | $26K | Hold |
339
| – | – | 0.01% | 78 |
|
|
2018
Q2 | $27K | Buy |
+339
| New | +$27K | 0.01% | 81 |
|