LWA
Lowe Wealth 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 | $51.3K | Hold |
652
| – | – | 0.02% | 140 |
|
|
2025
Q1 | $51K | Sell |
652
-43
| -6% | -$3.37K | 0.02% | 134 |
|
|
2024
Q4 | $53.7K | Buy |
+695
| New | +$53.7K | 0.02% | 127 |
|
|
2024
Q1 | – | Sell |
-63
| Closed | -$4.85K | – | 309 |
|
|
2023
Q4 | $4.85K | Hold |
63
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $4.74K | Hold |
63
| – | – | ﹤0.01% | 239 |
|
|
2023
Q2 | $4.76K | Hold |
63
| – | – | ﹤0.01% | 271 |
|
|
2023
Q1 | $4.82K | Hold |
63
| – | – | ﹤0.01% | 257 |
|
|
2022
Q4 | $4.74K | Hold |
63
| – | – | ﹤0.01% | 263 |
|
|
2022
Q3 | $5K | Hold |
63
| – | – | ﹤0.01% | 237 |
|
|
2022
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 231 |
|
|
2022
Q1 | $5K | Hold |
63
| – | – | ﹤0.01% | 238 |
|
|
2021
Q4 | $5K | Hold |
63
| – | – | ﹤0.01% | 227 |
|
|
2021
Q3 | $5K | Hold |
63
| – | – | ﹤0.01% | 217 |
|
|
2021
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 210 |
|
|
2021
Q1 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 204 |
|