QWM
Quadcap 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 | – | Sell |
-3,512
| Closed | -$275K | – | 386 |
|
|
2025
Q1 | $275K | Buy |
3,512
+346
| +11% | +$27.1K | 0.04% | 315 |
|
|
2024
Q4 | $245K | Buy |
3,166
+248
| +8% | +$19.2K | 0.04% | 332 |
|
|
2024
Q3 | $230K | Sell |
2,918
-461
| -14% | -$36.3K | 0.04% | 342 |
|
|
2024
Q2 | $259K | Sell |
3,379
-762
| -18% | -$58.4K | 0.05% | 326 |
|
|
2024
Q1 | $317K | Sell |
4,141
-12,104
| -75% | -$928K | 0.07% | 265 |
|
|
2023
Q4 | $1.25M | Buy |
+16,245
| New | +$1.25M | 0.32% | 78 |
|