MWM
Maripau 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 | $880K | Buy |
11,173
+27
| +0.2% | +$2.13K | 0.44% | 53 |
|
|
2025
Q1 | $873K | Sell |
11,146
-1,359
| -11% | -$106K | 0.5% | 47 |
|
|
2024
Q4 | $966K | Sell |
12,505
-2,104
| -14% | -$163K | 0.57% | 40 |
|
|
2024
Q3 | $1.15M | Sell |
14,609
-1,740
| -11% | -$137K | 1% | 27 |
|
|
2024
Q2 | $1.25M | Sell |
16,349
-1,088
| -6% | -$83.4K | 0.86% | 31 |
|
|
2024
Q1 | $1.34M | Sell |
17,437
-389
| -2% | -$29.8K | 1% | 27 |
|
|
2023
Q4 | $1.37M | Sell |
17,826
-791
| -4% | -$60.9K | 1.19% | 20 |
|
|
2023
Q3 | $1.4M | Sell |
18,617
-68
| -0.4% | -$5.11K | 1.29% | 21 |
|
|
2023
Q2 | $1.41M | Buy |
18,685
+173
| +0.9% | +$13.1K | 1.26% | 22 |
|
|
2023
Q1 | $1.42M | Buy |
18,512
+172
| +0.9% | +$13.2K | 1.47% | 18 |
|
|
2022
Q4 | $1.4M | Buy |
18,340
+1,221
| +7% | +$93.2K | 1.46% | 19 |
|
|
2022
Q3 | $1.28M | Buy |
17,119
+2,438
| +17% | +$182K | 1.38% | 20 |
|
|
2022
Q2 | $1.14M | Sell |
14,681
-1,158
| -7% | -$89.6K | 1.23% | 21 |
|
|
2022
Q1 | $1.22M | Buy |
15,839
+313
| +2% | +$24.1K | 1.1% | 20 |
|
|
2021
Q4 | $1.23M | Buy |
+15,526
| New | +$1.23M | 1.16% | 22 |
|