MWP
Moller Wealth Partners’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 | $3.88M | Buy |
49,250
+1,332
| +3% | +$105K | 0.86% | 26 |
|
|
2025
Q1 | $3.75M | Sell |
47,918
-3,675
| -7% | -$288K | 0.93% | 24 |
|
|
2024
Q4 | $3.99M | Sell |
51,593
-1,521
| -3% | -$118K | 1.05% | 23 |
|
|
2024
Q3 | $4.18M | Sell |
53,114
-78
| -0.1% | -$6.14K | 1.04% | 23 |
|
|
2024
Q2 | $4.08M | Buy |
53,192
+2
| +0% | +$153 | 1.09% | 23 |
|
|
2024
Q1 | $4.08M | Sell |
53,190
-5,503
| -9% | -$422K | 1.1% | 23 |
|
|
2023
Q4 | $4.52M | Sell |
58,693
-18,167
| -24% | -$1.4M | 1.27% | 23 |
|
|
2023
Q3 | $5.78M | Sell |
76,860
-2,858
| -4% | -$215K | 1.84% | 22 |
|
|
2023
Q2 | $6.02M | Sell |
79,718
-1,680
| -2% | -$127K | 1.84% | 22 |
|
|
2023
Q1 | $6.23M | Buy |
81,398
+2,872
| +4% | +$220K | 1.92% | 22 |
|
|
2022
Q4 | $5.91M | Buy |
78,526
+2,769
| +4% | +$208K | 1.9% | 21 |
|
|
2022
Q3 | $5.67M | Sell |
75,757
-15
| -0% | -$1.12K | 2.04% | 19 |
|
|
2022
Q2 | $5.82M | Buy |
75,772
+69,437
| +1,096% | +$5.33M | 1.97% | 19 |
|
|
2022
Q1 | $493K | Buy |
6,335
+1,290
| +26% | +$100K | 0.15% | 37 |
|
|
2021
Q4 | $408K | Sell |
5,045
-756
| -13% | -$61.1K | 0.13% | 38 |
|
|
2021
Q3 | $475K | Buy |
5,801
+46
| +0.8% | +$3.77K | 0.16% | 37 |
|
|
2021
Q2 | $473K | Buy |
5,755
+2,256
| +64% | +$185K | 0.16% | 37 |
|
|
2021
Q1 | $288K | Buy |
+3,499
| New | +$288K | 0.1% | 41 |
|