QWP
Quotient 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 | $347K | Buy |
4,405
+239
| +6% | +$18.8K | 0.01% | 246 |
|
|
2025
Q1 | $326K | Sell |
4,166
-1,658
| -28% | -$130K | 0.01% | 239 |
|
|
2024
Q4 | $450K | Sell |
5,824
-6,252
| -52% | -$483K | 0.01% | 190 |
|
|
2024
Q3 | $950K | Sell |
12,076
-7,244
| -37% | -$570K | 0.03% | 114 |
|
|
2024
Q2 | $1.48M | Sell |
19,320
-77,971
| -80% | -$5.98M | 0.05% | 77 |
|
|
2024
Q1 | $7.46M | Sell |
97,291
-326,889
| -77% | -$25.1M | 0.27% | 31 |
|
|
2023
Q4 | $32.7M | Buy |
+424,180
| New | +$32.7M | 1.27% | 21 |
|