MWM
Modera 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 | $17.9M | Buy |
226,892
+1,363
| +0.6% | +$107K | 0.22% | 87 |
|
|
2025
Q1 | $17.7M | Sell |
225,529
-1,547
| -0.7% | -$121K | 0.24% | 85 |
|
|
2024
Q4 | $17.5M | Buy |
227,076
+2,742
| +1% | +$212K | 0.21% | 89 |
|
|
2024
Q3 | $17.7M | Buy |
224,334
+6,875
| +3% | +$541K | 0.22% | 84 |
|
|
2024
Q2 | $16.7M | Buy |
217,459
+12,892
| +6% | +$989K | 0.25% | 83 |
|
|
2024
Q1 | $15.7M | Buy |
204,567
+16,897
| +9% | +$1.3M | 0.24% | 81 |
|
|
2023
Q4 | $14.5M | Sell |
187,670
-8,612
| -4% | -$663K | 0.24% | 79 |
|
|
2023
Q3 | $14.8M | Sell |
196,282
-1,505
| -0.8% | -$113K | 0.28% | 76 |
|
|
2023
Q2 | $14.9M | Buy |
197,787
+1,761
| +0.9% | +$133K | 0.27% | 76 |
|
|
2023
Q1 | $15M | Buy |
196,026
+2,198
| +1% | +$168K | 0.58% | 40 |
|
|
2022
Q4 | $14.6M | Buy |
193,828
+67,604
| +54% | +$5.09M | 0.59% | 39 |
|
|
2022
Q3 | $9.44M | Sell |
126,224
-87,009
| -41% | -$6.51M | 0.48% | 40 |
|
|
2022
Q2 | $16.4M | Sell |
213,233
-49,988
| -19% | -$3.84M | 0.78% | 33 |
|
|
2022
Q1 | $20.5M | Sell |
263,221
-20,181
| -7% | -$1.57M | 0.91% | 29 |
|
|
2021
Q4 | $22.9M | Buy |
+283,402
| New | +$22.9M | 0.87% | 26 |
|