MW
MBL Wealth’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 | $955K | Sell |
12,135
-100
| -0.8% | -$7.87K | 0.09% | 104 |
|
|
2025
Q1 | $958K | Sell |
12,235
-1,200
| -9% | -$93.9K | 0.1% | 101 |
|
|
2024
Q4 | $1.04M | Buy |
13,435
+900
| +7% | +$69.5K | 0.1% | 92 |
|
|
2024
Q3 | $986K | Sell |
12,535
-400
| -3% | -$31.5K | 0.11% | 92 |
|
|
2024
Q2 | $992K | Sell |
12,935
-11,585
| -47% | -$889K | 0.11% | 90 |
|
|
2024
Q1 | $1.88M | Buy |
24,520
+6,450
| +36% | +$495K | 0.21% | 58 |
|
|
2023
Q4 | $1.39M | Sell |
18,070
-1,120
| -6% | -$86.3K | 0.17% | 66 |
|
|
2023
Q3 | $1.44M | Buy |
19,190
+2,900
| +18% | +$218K | 0.2% | 56 |
|
|
2023
Q2 | $1.23M | Buy |
16,290
+870
| +6% | +$65.7K | 0.17% | 63 |
|
|
2023
Q1 | $1.18M | Sell |
15,420
-13,440
| -47% | -$1.03M | 0.18% | 59 |
|
|
2022
Q4 | $2.17M | Sell |
28,860
-35,725
| -55% | -$2.69M | 0.42% | 43 |
|
|
2022
Q3 | $4.83M | Sell |
64,585
-495
| -0.8% | -$37K | 1.04% | 21 |
|
|
2022
Q2 | $5M | Sell |
65,080
-16,695
| -20% | -$1.28M | 1.25% | 23 |
|
|
2022
Q1 | $6.37M | Buy |
+81,775
| New | +$6.37M | 1.55% | 18 |
|
|
2021
Q3 | $5.31M | Buy |
+64,745
| New | +$5.31M | 1.83% | 16 |
|
|
2021
Q1 | $5.84M | Sell |
71,010
-3,280
| -4% | -$270K | 2.04% | 14 |
|
|
2020
Q4 | $6.16M | Buy |
+74,290
| New | +$6.16M | 2.44% | 14 |
|