SWM
Seaside 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
Q1 | – | Sell |
-2,752
| Closed | -$213K | – | 60 |
|
|
2024
Q4 | $213K | Buy |
2,752
+30
| +1% | +$2.32K | 0.08% | 60 |
|
|
2024
Q3 | $214K | Buy |
+2,722
| New | +$214K | 0.08% | 57 |
|
|
2022
Q3 | – | Sell |
-3,971
| Closed | -$308K | – | 49 |
|
|
2022
Q2 | $308K | Buy |
+3,971
| New | +$308K | 0.23% | 32 |
|