LW
Linscomb Wealth’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 | $433K | Buy |
5,499
+183
| +3% | +$14.4K | 0.02% | 241 |
|
|
2025
Q1 | $416K | Buy |
5,316
+921
| +21% | +$72.1K | 0.02% | 237 |
|
|
2024
Q4 | $340K | Buy |
4,395
+7
| +0.2% | +$541 | 0.02% | 247 |
|
|
2024
Q3 | $345K | Sell |
4,388
-32
| -0.7% | -$2.52K | 0.02% | 241 |
|
|
2024
Q2 | $339K | Sell |
4,420
-1,263
| -22% | -$96.9K | 0.02% | 236 |
|
|
2024
Q1 | $436K | Sell |
5,683
-143
| -2% | -$11K | 0.02% | 222 |
|
|
2023
Q4 | $449K | Sell |
5,826
-902
| -13% | -$69.5K | 0.02% | 217 |
|
|
2023
Q3 | $506K | Sell |
6,728
-780
| -10% | -$58.6K | 0.03% | 209 |
|
|
2023
Q2 | $567K | Sell |
7,508
-4,186
| -36% | -$316K | 0.03% | 200 |
|
|
2023
Q1 | $894K | Sell |
11,694
-515
| -4% | -$39.4K | 0.05% | 171 |
|
|
2022
Q4 | $919K | Sell |
12,209
-1,872
| -13% | -$141K | 0.05% | 181 |
|
|
2022
Q3 | $1.05M | Sell |
14,081
-3,995
| -22% | -$299K | 0.06% | 153 |
|
|
2022
Q2 | $1.39M | Buy |
18,076
+1,411
| +8% | +$108K | 0.08% | 141 |
|
|
2022
Q1 | $1.3M | Buy |
16,665
+279
| +2% | +$21.7K | 0.06% | 165 |
|
|
2021
Q4 | $1.33M | Buy |
16,386
+2,060
| +14% | +$167K | 0.06% | 158 |
|
|
2021
Q3 | $1.17M | Sell |
14,326
-772
| -5% | -$63.3K | 0.06% | 155 |
|
|
2021
Q2 | $1.24M | Buy |
15,098
+12,588
| +502% | +$1.03M | 0.06% | 153 |
|
|
2021
Q1 | $206K | Buy |
+2,510
| New | +$206K | 0.01% | 314 |
|
|
2020
Q2 | – | Sell |
-3,895
| Closed | -$320K | – | 308 |
|
|
2020
Q1 | $320K | Buy |
3,895
+1,354
| +53% | +$111K | 0.03% | 315 |
|
|
2019
Q4 | $205K | Buy |
+2,541
| New | +$205K | 0.01% | 404 |
|