SWA
Safir Wealth Advisors’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 | $15M | Buy |
191,156
+3,420
| +2% | +$269K | 11.04% | 3 |
|
|
2025
Q1 | $14.7M | Buy |
187,736
+11,574
| +7% | +$906K | 11.66% | 2 |
|
|
2024
Q4 | $13.6M | Buy |
176,162
+3,230
| +2% | +$250K | 10.5% | 3 |
|
|
2024
Q3 | $13.6M | Buy |
172,932
+4,995
| +3% | +$393K | 10.46% | 3 |
|
|
2024
Q2 | $12.9M | Sell |
167,937
-265
| -0.2% | -$20.3K | 10.55% | 3 |
|
|
2024
Q1 | $12.9M | Buy |
168,202
+9,123
| +6% | +$699K | 10.59% | 2 |
|
|
2023
Q4 | $12.3M | Sell |
159,079
-1,326
| -0.8% | -$102K | 11.02% | 2 |
|
|
2023
Q3 | $12.1M | Sell |
160,405
-2,246
| -1% | -$169K | 11.66% | 2 |
|
|
2023
Q2 | $12.3M | Buy |
162,651
+5,820
| +4% | +$440K | 11.37% | 2 |
|
|
2023
Q1 | $12M | Buy |
156,831
+1,702
| +1% | +$130K | 11.84% | 2 |
|
|
2022
Q4 | $11.7M | Sell |
155,129
-1,765
| -1% | -$133K | 11.9% | 2 |
|
|
2022
Q3 | $11.7M | Sell |
156,894
-7,215
| -4% | -$540K | 12.22% | 2 |
|
|
2022
Q2 | $12.6M | Sell |
164,109
-9,175
| -5% | -$705K | 12.33% | 2 |
|
|
2022
Q1 | $13.5M | Sell |
173,284
-9,017
| -5% | -$702K | 11.27% | 3 |
|
|
2021
Q4 | $14.7M | Buy |
182,301
+1,087
| +0.6% | +$87.9K | 11.47% | 3 |
|
|
2021
Q3 | $14.8M | Buy |
181,214
+1,255
| +0.7% | +$103K | 12.42% | 3 |
|
|
2021
Q2 | $14.8M | Buy |
179,959
+9,390
| +6% | +$771K | 12.55% | 3 |
|
|
2021
Q1 | $14M | Buy |
170,569
+4,700
| +3% | +$386K | 12.85% | 3 |
|
|
2020
Q4 | $13.8M | Buy |
+165,869
| New | +$13.8M | 12.77% | 3 |
|