PWP
Perfromance 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 | $3.01M | Sell |
38,310
-642
| -2% | -$50.5K | 0.1% | 37 |
|
|
2025
Q1 | $3.05M | Sell |
38,952
-138
| -0.4% | -$10.8K | 0.11% | 31 |
|
|
2024
Q4 | $3.02M | Sell |
39,090
-925
| -2% | -$71.5K | 0.1% | 34 |
|
|
2024
Q3 | $3.15M | Sell |
40,015
-625
| -2% | -$49.2K | 0.11% | 32 |
|
|
2024
Q2 | $3.12M | Buy |
40,640
+13,848
| +52% | +$1.06M | 0.11% | 32 |
|
|
2024
Q1 | $2.05M | Sell |
26,792
-2,549
| -9% | -$195K | 0.09% | 49 |
|
|
2023
Q4 | $2.26M | Buy |
29,341
+765
| +3% | +$58.9K | 0.1% | 54 |
|
|
2023
Q3 | $2.15M | Buy |
28,576
+2,209
| +8% | +$166K | 0.1% | 59 |
|
|
2023
Q2 | $1.98M | Buy |
26,367
+2,124
| +9% | +$160K | 0.09% | 64 |
|
|
2023
Q1 | $1.85M | Sell |
24,243
-185
| -0.8% | -$14.2K | 0.1% | 63 |
|
|
2022
Q4 | $1.84M | Buy |
24,428
+9,624
| +65% | +$724K | 0.11% | 55 |
|
|
2022
Q3 | $1.11M | Buy |
14,804
+8,782
| +146% | +$657K | 0.06% | 63 |
|
|
2022
Q2 | $462K | Buy |
+6,022
| New | +$462K | 0.03% | 106 |
|