RWM
Ruedi 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 | $524K | Sell |
6,660
-70
| -1% | -$5.51K | 0.16% | 39 |
|
|
2025
Q1 | $527K | Sell |
6,730
-286
| -4% | -$22.4K | 0.16% | 32 |
|
|
2024
Q4 | $542K | Buy |
7,016
+56
| +0.8% | +$4.33K | 0.17% | 30 |
|
|
2024
Q3 | $548K | Sell |
6,960
-133
| -2% | -$10.5K | 0.19% | 30 |
|
|
2024
Q2 | $544K | Buy |
7,093
+16
| +0.2% | +$1.23K | 0.21% | 30 |
|
|
2024
Q1 | $543K | Sell |
7,077
-167
| -2% | -$12.8K | 0.23% | 32 |
|
|
2023
Q4 | $558K | Buy |
7,244
+47
| +0.7% | +$3.62K | 0.26% | 29 |
|
|
2023
Q3 | $541K | Buy |
7,197
+23
| +0.3% | +$1.73K | 0.31% | 26 |
|
|
2023
Q2 | $542K | Buy |
7,174
+1,659
| +30% | +$125K | 0.32% | 25 |
|
|
2023
Q1 | $422K | Buy |
5,515
+1,333
| +32% | +$102K | 0.27% | 29 |
|
|
2022
Q4 | $403K | Buy |
+4,182
| New | +$403K | 0.28% | 27 |
|