PHWM
Pine Harbor 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 | $2.16M | Sell |
27,455
-2,580
| -9% | -$203K | 0.76% | 22 |
|
|
2025
Q1 | $2.35M | Sell |
30,035
-2,520
| -8% | -$197K | 0.94% | 20 |
|
|
2024
Q4 | $2.52M | Buy |
32,555
+1,782
| +6% | +$138K | 1.01% | 18 |
|
|
2024
Q3 | $2.42M | Sell |
30,773
-5,163
| -14% | -$406K | 1.21% | 17 |
|
|
2024
Q2 | $2.76M | Sell |
35,936
-3,950
| -10% | -$303K | 1.62% | 15 |
|
|
2024
Q1 | $3.06M | Buy |
39,886
+848
| +2% | +$65K | 1.92% | 13 |
|
|
2023
Q4 | $3.01M | Buy |
+39,038
| New | +$3.01M | 2.29% | 12 |
|