MMPW
Mitchell McLeod Pugh & Williams’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 | $996K | Buy |
12,653
+2,126
| +20% | +$167K | 0.19% | 113 |
|
|
2025
Q1 | $824K | Buy |
10,527
+1,018
| +11% | +$79.7K | 0.17% | 125 |
|
|
2024
Q4 | $735K | Buy |
9,509
+2,383
| +33% | +$184K | 0.15% | 131 |
|
|
2024
Q3 | $561K | Buy |
7,126
+196
| +3% | +$15.4K | 0.12% | 162 |
|
|
2024
Q2 | $531K | Buy |
6,930
+1,893
| +38% | +$145K | 0.12% | 153 |
|
|
2024
Q1 | $386K | Buy |
5,037
+594
| +13% | +$45.5K | 0.09% | 190 |
|
|
2023
Q4 | $342K | Sell |
4,443
-714
| -14% | -$55K | 0.09% | 192 |
|
|
2023
Q3 | $388K | Sell |
5,157
-1,646
| -24% | -$124K | 0.11% | 172 |
|
|
2023
Q2 | $514K | Sell |
6,803
-528
| -7% | -$39.9K | 0.15% | 145 |
|
|
2023
Q1 | $561K | Buy |
+7,331
| New | +$561K | 0.17% | 138 |
|
|
2022
Q4 | – | Sell |
-3,613
| Closed | -$270K | – | 251 |
|
|
2022
Q3 | $270K | Buy |
+3,613
| New | +$270K | 0.1% | 187 |
|