O3W
Omni 360 Wealth’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 | $4.63M | Buy |
58,791
+507
| +0.9% | +$39.9K | 2.28% | 9 |
|
|
2025
Q1 | $4.56M | Buy |
58,284
+5,271
| +10% | +$413K | 2.67% | 8 |
|
|
2024
Q4 | $4.1M | Buy |
53,013
+7,413
| +16% | +$573K | 2.57% | 9 |
|
|
2024
Q3 | $3.59M | Buy |
45,600
+2,230
| +5% | +$175K | 2.35% | 9 |
|
|
2024
Q2 | $3.33M | Buy |
43,370
+5,467
| +14% | +$419K | 2.47% | 9 |
|
|
2024
Q1 | $2.91M | Buy |
37,903
+3,205
| +9% | +$246K | 2.36% | 8 |
|
|
2023
Q4 | $2.67M | Buy |
+34,698
| New | +$2.67M | 2.49% | 9 |
|