LVW Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LVW Advisors’s Portfolio BSV Stock Details BSV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,585	Closed	-$281K	–	329
2025 Q1	$281K	Sell	3,585 -169,896	-98%	-$13.3M	0.03%	243
2024 Q4	$13.4M	Buy	173,481 +40,757	+31%	+$3.15M	1.61%	12
2024 Q3	$10.4M	Buy	+132,724	New	+$10.4M	1.33%	14
2021 Q4	–	Sell	-8,871	Closed	-$727K	–	241
2021 Q3	$727K	Hold	8,871	–	–	0.13%	120
2021 Q2	$729K	Buy	8,871 +1	+0%	+$82	0.13%	114
2021 Q1	$729K	Sell	8,870 -5,464	-38%	-$449K	0.14%	112
2020 Q4	$1.19M	Hold	14,334	–	–	0.24%	67
2020 Q3	$1.19M	Hold	14,334	–	–	0.26%	63
2020 Q2	$1.19M	Buy	14,334 +4,723	+49%	+$392K	0.29%	58
2020 Q1	$790K	Sell	9,611 -3,232	-25%	-$266K	0.21%	67
2019 Q4	$1.04M	Buy	12,843 +2,052	+19%	+$165K	0.23%	72
2019 Q3	$872K	Sell	10,791 -764	-7%	-$61.7K	0.22%	74
2019 Q2	$931K	Buy	11,555 +624	+6%	+$50.3K	0.26%	64
2019 Q1	$870K	Buy	10,931 +3,241	+42%	+$258K	0.23%	69
2018 Q4	$604K	Buy	7,690 +1,059	+16%	+$83.2K	0.2%	68
2018 Q3	$517K	Buy	6,631 +3,968	+149%	+$309K	0.15%	96
2018 Q2	$208K	Sell	2,663 -5,525	-67%	-$432K	0.07%	138
2018 Q1	$642K	Sell	8,188 -2,981	-27%	-$234K	0.2%	76
2017 Q4	$883K	Buy	11,169 +1,157	+12%	+$91.5K	0.26%	67
2017 Q3	$799K	Sell	10,012 -293	-3%	-$23.4K	0.32%	60
2017 Q2	$823K	Sell	10,305 -15,293	-60%	-$1.22M	0.29%	48
2017 Q1	$2.04M	Sell	25,598 -207	-0.8%	-$16.5K	0.73%	38
2016 Q4	$2.05M	Buy	25,805 +16,005	+163%	+$1.27M	0.72%	37
2016 Q3	$792K	Sell	9,800 -10,180	-51%	-$823K	0.26%	50
2016 Q2	$1.62M	Buy	19,980 +1,737	+10%	+$141K	0.61%	37
2016 Q1	$1.47M	Sell	18,243 -3,068	-14%	-$247K	0.47%	40
2015 Q4	$1.7M	Buy	21,311 +162	+0.8%	+$12.9K	0.66%	37
2015 Q3	$1.7M	Buy	21,149 +3,129	+17%	+$252K	0.78%	36
2015 Q2	$1.45M	Buy	18,020 +84	+0.5%	+$6.74K	0.62%	46
2015 Q1	$1.44M	Sell	17,936 -924	-5%	-$74.4K	0.69%	41
2014 Q4	$1.51M	Buy	+18,860	New	+$1.51M	0.83%	37