LWM
LJI 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 | $336K | Buy |
4,269
+922
| +28% | +$72.6K | 0.06% | 136 |
|
|
2025
Q1 | $262K | Buy |
3,347
+17
| +0.5% | +$1.33K | 0.05% | 148 |
|
|
2024
Q4 | $257K | Buy |
3,330
+32
| +1% | +$2.47K | 0.05% | 147 |
|
|
2024
Q3 | $260K | Buy |
3,298
+23
| +0.7% | +$1.81K | 0.05% | 163 |
|
|
2024
Q2 | $251K | Sell |
3,275
-183
| -5% | -$14K | 0.06% | 156 |
|
|
2024
Q1 | $265K | Sell |
3,458
-969
| -22% | -$74.3K | 0.07% | 124 |
|
|
2023
Q4 | $341K | Buy |
4,427
+163
| +4% | +$12.6K | 0.09% | 125 |
|
|
2023
Q3 | $321K | Sell |
4,264
-241,280
| -98% | -$18.1M | 0.09% | 116 |
|
|
2023
Q2 | $326K | Buy |
245,544
+240,033
| +4,356% | +$319K | 0.09% | 108 |
|
|
2023
Q1 | $422K | Buy |
5,511
+1,203
| +28% | +$92K | 0.13% | 84 |
|
|
2022
Q4 | $324K | Buy |
+4,308
| New | +$324K | 0.11% | 91 |
|