LNWWM
Laird Norton Wetherby 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 | $278K | Buy |
+3,528
| New | +$278K | 0.01% | 752 |
|
|
2024
Q4 | $1.01M | Buy |
13,115
+4
| +0% | +$309 | 0.05% | 338 |
|
|
2024
Q3 | $1.03M | Hold |
13,111
| – | – | 0.05% | 350 |
|
|
2024
Q2 | $1.01M | Buy |
+13,111
| New | +$1.01M | 0.05% | 350 |
|
|
2023
Q3 | – | Sell |
-9,555
| Closed | -$722K | – | 905 |
|
|
2023
Q2 | $722K | Buy |
+9,555
| New | +$722K | 0.04% | 427 |
|
|
2022
Q3 | – | Sell |
-8,544
| Closed | -$656K | – | 879 |
|
|
2022
Q2 | $656K | Hold |
8,544
| – | – | 0.04% | 402 |
|
|
2022
Q1 | $666K | Sell |
8,544
-6,760
| -44% | -$527K | 0.04% | 427 |
|
|
2021
Q4 | $1.24M | Buy |
15,304
+2,900
| +23% | +$234K | 0.07% | 265 |
|
|
2021
Q3 | $1.02M | Sell |
12,404
-6,147
| -33% | -$503K | 0.06% | 297 |
|
|
2021
Q2 | $1.52M | Buy |
18,551
+12,401
| +202% | +$1.02M | 0.09% | 201 |
|
|
2021
Q1 | $505K | Sell |
6,150
-6,376
| -51% | -$524K | 0.04% | 430 |
|
|
2020
Q4 | $1.04M | Buy |
+12,526
| New | +$1.04M | 0.07% | 259 |
|