MWA
Martel 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 | $62.7M | Buy |
796,532
+15,702
| +2% | +$1.24M | 11.62% | 4 |
|
|
2025
Q1 | $61.1M | Buy |
780,830
+13,368
| +2% | +$1.05M | 12.18% | 4 |
|
|
2024
Q4 | $59.3M | Buy |
767,462
+58,261
| +8% | +$4.5M | 11.58% | 4 |
|
|
2024
Q3 | $55.3M | Buy |
709,201
+20,662
| +3% | +$1.61M | 11.32% | 4 |
|
|
2024
Q2 | $52.8M | Buy |
688,539
+22,812
| +3% | +$1.75M | 11.33% | 4 |
|
|
2024
Q1 | $51M | Buy |
665,727
+27,581
| +4% | +$2.11M | 11.07% | 4 |
|
|
2023
Q4 | $49.2M | Buy |
638,146
+11,813
| +2% | +$910K | 11.16% | 4 |
|
|
2023
Q3 | $47.1M | Buy |
626,333
+29,593
| +5% | +$2.22M | 11.71% | 4 |
|
|
2023
Q2 | $45.1M | Buy |
596,740
+13,174
| +2% | +$996K | 10.93% | 4 |
|
|
2023
Q1 | $44.6M | Buy |
583,566
+12,528
| +2% | +$958K | 11.39% | 4 |
|
|
2022
Q4 | $43M | Sell |
571,038
-7,882
| -1% | -$593K | 11.65% | 4 |
|
|
2022
Q3 | $43.3M | Sell |
578,920
-445
| -0.1% | -$33.3K | 12.4% | 4 |
|
|
2022
Q2 | $44.5M | Sell |
579,365
-1,663
| -0.3% | -$128K | 12.15% | 4 |
|
|
2022
Q1 | $45.3M | Buy |
581,028
+22,579
| +4% | +$1.76M | 11.01% | 4 |
|
|
2021
Q4 | $45.1M | Buy |
558,449
+32,946
| +6% | +$2.66M | 10.68% | 4 |
|
|
2021
Q3 | $43.1M | Buy |
525,503
+24,860
| +5% | +$2.04M | 10.83% | 4 |
|
|
2021
Q2 | $41.1M | Buy |
500,643
+52,949
| +12% | +$4.35M | 10.35% | 4 |
|
|
2021
Q1 | $36.8M | Buy |
447,694
+39,195
| +10% | +$3.22M | 10.19% | 4 |
|
|
2020
Q4 | $33.9M | Buy |
408,499
+32,833
| +9% | +$2.72M | 9.8% | 4 |
|
|
2020
Q3 | $31.2M | Buy |
375,666
+21,535
| +6% | +$1.79M | 10.12% | 4 |
|
|
2020
Q2 | $29.4M | Sell |
354,131
-10,906
| -3% | -$907K | 10.2% | 4 |
|
|
2020
Q1 | $30M | Buy |
365,037
+15,211
| +4% | +$1.25M | 11.71% | 4 |
|
|
2019
Q4 | $28.2M | Buy |
349,826
+9,431
| +3% | +$760K | 9.71% | 4 |
|
|
2019
Q3 | $27.5M | Buy |
340,395
+11,054
| +3% | +$893K | 9.92% | 4 |
|
|
2019
Q2 | $26.5M | Buy |
329,341
+7,279
| +2% | +$586K | 9.66% | 4 |
|
|
2019
Q1 | $25.6M | Buy |
322,062
+3,628
| +1% | +$289K | 9.64% | 4 |
|
|
2018
Q4 | $25M | Buy |
318,434
+3,388
| +1% | +$266K | 10.28% | 4 |
|
|
2018
Q3 | $24.6M | Buy |
+315,046
| New | +$24.6M | 9.36% | 5 |
|