MWM
McNaughton 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 | $3.05M | Buy |
38,752
+1,208
| +3% | +$95.1K | 1.36% | 24 |
|
|
2025
Q1 | $2.94M | Sell |
37,544
-53,428
| -59% | -$4.18M | 1.43% | 20 |
|
|
2024
Q4 | $7.03M | Buy |
90,972
+4,233
| +5% | +$327K | 3.39% | 10 |
|
|
2024
Q3 | $6.83M | Buy |
86,739
+3,529
| +4% | +$278K | 3.32% | 10 |
|
|
2024
Q2 | $6.38M | Buy |
83,210
+3,759
| +5% | +$288K | 3.38% | 10 |
|
|
2024
Q1 | $6.09M | Buy |
79,451
+2,733
| +4% | +$210K | 3.38% | 10 |
|
|
2023
Q4 | $5.91M | Buy |
76,718
+1,533
| +2% | +$118K | 3.5% | 10 |
|
|
2023
Q3 | $5.65M | Sell |
75,185
-1,382
| -2% | -$104K | 3.76% | 8 |
|
|
2023
Q2 | $5.79M | Sell |
76,567
-399
| -0.5% | -$30.2K | 3.7% | 8 |
|
|
2023
Q1 | $5.89M | Sell |
76,966
-1,892
| -2% | -$145K | 3.91% | 8 |
|
|
2022
Q4 | $5.94M | Sell |
78,858
-456
| -0.6% | -$34.3K | 4.06% | 8 |
|
|
2022
Q3 | $5.93M | Sell |
79,314
-2,105
| -3% | -$157K | 4.36% | 7 |
|
|
2022
Q2 | $6.25M | Sell |
81,419
-794
| -1% | -$61K | 4.42% | 7 |
|
|
2022
Q1 | $6.4M | Sell |
82,213
-1,048
| -1% | -$81.6K | 4.17% | 8 |
|
|
2021
Q4 | $6.7M | Buy |
83,261
+2,582
| +3% | +$208K | 4.34% | 8 |
|
|
2021
Q3 | $6.61M | Buy |
80,679
+6,593
| +9% | +$540K | 4.67% | 8 |
|
|
2021
Q2 | $6.09M | Buy |
74,086
+7,006
| +10% | +$576K | 4.27% | 8 |
|
|
2021
Q1 | $5.51M | Buy |
67,080
+6,915
| +11% | +$568K | 4.22% | 7 |
|
|
2020
Q4 | $4.99M | Buy |
60,165
+33,575
| +126% | +$2.78M | 3.99% | 9 |
|
|
2020
Q3 | $2.21M | Buy |
26,590
+21,533
| +426% | +$1.79M | 1.93% | 19 |
|
|
2020
Q2 | $420K | Sell |
5,057
-358
| -7% | -$29.7K | 0.39% | 38 |
|
|
2020
Q1 | $445K | Buy |
5,415
+1,141
| +27% | +$93.8K | 0.48% | 33 |
|
|
2019
Q4 | $345K | Buy |
+4,274
| New | +$345K | 0.32% | 40 |
|