SWA
Sax 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 | $1.12M | Buy |
14,261
+2,282
| +19% | +$180K | 0.07% | 167 |
|
|
2025
Q1 | $938K | Buy |
+11,979
| New | +$938K | 0.07% | 147 |
|
|
2024
Q2 | – | Sell |
-3,443
| Closed | -$264K | – | 276 |
|
|
2024
Q1 | $264K | Sell |
3,443
-5,568
| -62% | -$427K | 0.03% | 158 |
|
|
2023
Q4 | $694K | Sell |
9,011
-9,372
| -51% | -$722K | 0.11% | 93 |
|
|
2023
Q3 | $1.38M | Sell |
18,383
-811
| -4% | -$61K | 0.27% | 54 |
|
|
2023
Q2 | $1.45M | Sell |
19,194
-348
| -2% | -$26.3K | 0.29% | 51 |
|
|
2023
Q1 | $1.49M | Sell |
19,542
-1,317
| -6% | -$101K | 0.32% | 50 |
|
|
2022
Q4 | $1.57M | Sell |
20,859
-12,951
| -38% | -$975K | 0.36% | 48 |
|
|
2022
Q3 | $2.53M | Sell |
33,810
-5,351
| -14% | -$400K | 0.65% | 29 |
|
|
2022
Q2 | $3.01M | Sell |
39,161
-26,492
| -40% | -$2.03M | 0.76% | 24 |
|
|
2022
Q1 | $5.11M | Sell |
65,653
-22,585
| -26% | -$1.76M | 1.24% | 20 |
|
|
2021
Q4 | $7.13M | Sell |
88,238
-9,162
| -9% | -$741K | 1.49% | 16 |
|
|
2021
Q3 | $7.98M | Buy |
97,400
+9,504
| +11% | +$779K | 1.89% | 13 |
|
|
2021
Q2 | $7.22M | Buy |
87,896
+31,876
| +57% | +$2.62M | 2.48% | 9 |
|
|
2021
Q1 | $4.6M | Buy |
56,020
+27,686
| +98% | +$2.28M | 1.68% | 13 |
|
|
2020
Q4 | $2.35M | Buy |
+28,334
| New | +$2.35M | 1.08% | 28 |
|