OHWA
Oak Hill Wealth Advisors’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 | $9.77M | Buy |
125,029
+9,945
| +9% | +$777K | 2.03% | 14 |
|
|
2025
Q1 | $9.01M | Buy |
115,084
+10,731
| +10% | +$840K | 2.09% | 14 |
|
|
2024
Q4 | $8.06M | Buy |
+104,353
| New | +$8.06M | 1.92% | 15 |
|
|
2024
Q3 | – | Sell |
-6,203
| Closed | -$476K | – | 24 |
|
|
2024
Q2 | $476K | Buy |
+6,203
| New | +$476K | 0.14% | 67 |
|