LWM
LongView 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 | $2.32M | Sell |
29,436
-50,791
| -63% | -$4M | 0.7% | 37 |
|
|
2025
Q1 | $6.28M | Sell |
80,227
-1,821
| -2% | -$143K | 1.88% | 13 |
|
|
2024
Q4 | $6.34M | Buy |
82,048
+2,864
| +4% | +$221K | 1.93% | 12 |
|
|
2024
Q3 | $6.23M | Sell |
79,184
-236
| -0.3% | -$18.6K | 1.99% | 11 |
|
|
2024
Q2 | $6.09M | Buy |
79,420
+30,323
| +62% | +$2.33M | 2.25% | 9 |
|
|
2024
Q1 | $3.76M | Buy |
49,097
+31,511
| +179% | +$2.42M | 1.49% | 19 |
|
|
2023
Q4 | $1.35M | Buy |
+17,586
| New | +$1.35M | 0.6% | 42 |
|