LWM
Lodestone 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 | $3.2M | Sell |
40,634
-1,290
| -3% | -$102K | 1.56% | 17 |
|
|
2025
Q1 | $3.28M | Buy |
41,924
+408
| +1% | +$31.9K | 1.75% | 12 |
|
|
2024
Q4 | $3.21M | Buy |
41,516
+129
| +0.3% | +$9.97K | 1.61% | 16 |
|
|
2024
Q3 | $3.26M | Buy |
41,387
+10,734
| +35% | +$845K | 1.63% | 18 |
|
|
2024
Q2 | $2.35M | Buy |
30,653
+1,747
| +6% | +$134K | 1.24% | 29 |
|
|
2024
Q1 | $2.22M | Sell |
28,906
-1,074
| -4% | -$82.3K | 1.16% | 31 |
|
|
2023
Q4 | $2.31M | Buy |
29,980
+10,352
| +53% | +$797K | 1.34% | 27 |
|
|
2023
Q3 | $1.48M | Buy |
19,628
+5,773
| +42% | +$434K | 1.03% | 37 |
|
|
2023
Q2 | $1.05M | Buy |
+13,855
| New | +$1.05M | 0.72% | 46 |
|