LWM
Liberty 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 | $472K | Sell |
5,994
-43
| -0.7% | -$3.38K | 0.07% | 129 |
|
|
2025
Q1 | $472K | Buy |
6,037
+553
| +10% | +$43.2K | 0.09% | 92 |
|
|
2024
Q4 | $425K | Buy |
5,484
+730
| +15% | +$56.5K | 0.07% | 128 |
|
|
2024
Q3 | $374K | Buy |
4,754
+392
| +9% | +$30.8K | 0.06% | 140 |
|
|
2024
Q2 | $335K | Sell |
4,362
-121
| -3% | -$9.29K | 0.06% | 143 |
|
|
2024
Q1 | $344K | Buy |
+4,483
| New | +$344K | 0.07% | 132 |
|
|
2023
Q4 | – | Sell |
-3,196
| Closed | -$240K | – | 172 |
|
|
2023
Q3 | $240K | Sell |
3,196
-284
| -8% | -$21.3K | 0.06% | 151 |
|
|
2023
Q2 | $263K | Buy |
3,480
+70
| +2% | +$5.29K | 0.07% | 151 |
|
|
2023
Q1 | $261K | Buy |
+3,410
| New | +$261K | 0.05% | 189 |
|
|
2022
Q3 | $507K | Buy |
6,787
+1,052
| +18% | +$78.6K | 0.14% | 82 |
|
|
2022
Q2 | $453K | Sell |
5,735
-771
| -12% | -$60.9K | 0.18% | 86 |
|
|
2022
Q1 | $490K | Buy |
+6,506
| New | +$490K | 0.18% | 80 |
|
|
2021
Q4 | – | Sell |
-5,879
| Closed | -$479K | – | 94 |
|
|
2021
Q3 | $479K | Buy |
5,879
+2,918
| +99% | +$238K | 0.17% | 81 |
|
|
2021
Q2 | $243K | Buy |
2,961
+152
| +5% | +$12.5K | 0.09% | 111 |
|
|
2021
Q1 | $232K | Hold |
2,809
| – | – | 0.11% | 96 |
|
|
2020
Q4 | $232K | Buy |
2,809
+218
| +8% | +$18K | 0.11% | 95 |
|
|
2020
Q3 | $215K | Buy |
2,591
+113
| +5% | +$9.38K | 0.13% | 86 |
|
|
2020
Q2 | $206K | Sell |
2,478
-226
| -8% | -$18.8K | 0.14% | 90 |
|
|
2020
Q1 | $222K | Sell |
2,704
-89
| -3% | -$7.31K | 0.19% | 80 |
|
|
2019
Q4 | $225K | Sell |
2,793
-493
| -15% | -$39.7K | 0.18% | 96 |
|
|
2019
Q3 | $265K | Buy |
3,286
+158
| +5% | +$12.7K | 0.25% | 77 |
|
|
2019
Q2 | $252K | Sell |
3,128
-245
| -7% | -$19.7K | 0.22% | 89 |
|
|
2019
Q1 | $268K | Sell |
3,373
-602
| -15% | -$47.8K | 0.2% | 73 |
|
|
2018
Q4 | $312K | Buy |
+3,975
| New | +$312K | 0.23% | 59 |
|