LA
LM Advisors’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 | $5.88M | Hold |
74,684
| – | – | 0.76% | 19 |
|
|
2025
Q1 | $5.85M | Hold |
74,684
| – | – | 1.05% | 18 |
|
|
2024
Q4 | $5.77M | Hold |
74,684
| – | – | 1.03% | 19 |
|
|
2024
Q3 | $5.88M | Sell |
74,684
-782
| -1% | -$61.5K | 1.19% | 17 |
|
|
2024
Q2 | $5.79M | Hold |
75,466
| – | – | 0.01% | 37 |
|
|
2024
Q1 | $5.79M | Buy |
75,466
+13,416
| +22% | +$1.03M | 0.92% | 17 |
|
|
2023
Q4 | $4.78M | Buy |
+62,050
| New | +$4.78M | 0.96% | 21 |
|