SWM
Selective 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 | $1.91M | Sell |
24,413
-2,335
| -9% | -$183K | 0.7% | 20 |
|
|
2025
Q1 | $2.08M | Sell |
26,748
-1,390
| -5% | -$108K | 0.9% | 17 |
|
|
2024
Q4 | $2.17M | Sell |
28,138
-926
| -3% | -$71.3K | 0.88% | 17 |
|
|
2024
Q3 | $2.27M | Sell |
29,064
-978
| -3% | -$76.2K | 0.94% | 18 |
|
|
2024
Q2 | $2.31M | Sell |
30,042
-463
| -2% | -$35.6K | 1.02% | 19 |
|
|
2024
Q1 | $2.32M | Sell |
30,505
-835
| -3% | -$63.4K | 1.01% | 20 |
|
|
2023
Q4 | $2.41M | Sell |
31,340
-2,963
| -9% | -$227K | 1.21% | 19 |
|
|
2023
Q3 | $2.57M | Sell |
34,303
-9,177
| -21% | -$687K | 1.41% | 19 |
|
|
2023
Q2 | $3.27M | Buy |
+43,480
| New | +$3.27M | 1.63% | 17 |
|
|
2022
Q4 | $4.03M | Sell |
52,844
-61,533
| -54% | -$4.69M | 2.13% | 14 |
|
|
2022
Q3 | $8.56M | Sell |
114,377
-18,103
| -14% | -$1.35M | 3.67% | 4 |
|
|
2022
Q2 | $10.2M | Sell |
132,480
-4,062
| -3% | -$312K | 3.62% | 4 |
|
|
2022
Q1 | $10.6M | Buy |
136,542
+15,221
| +13% | +$1.19M | 3.86% | 6 |
|
|
2021
Q4 | $9.81M | Buy |
121,321
+9,095
| +8% | +$735K | 4% | 5 |
|
|
2021
Q3 | $9.2M | Buy |
112,226
+51,506
| +85% | +$4.22M | 4.87% | 3 |
|
|
2021
Q2 | $4.99M | Buy |
60,720
+40,567
| +201% | +$3.33M | 3.98% | 5 |
|
|
2021
Q1 | $1.66M | Buy |
+20,153
| New | +$1.66M | 1.51% | 18 |
|
|
2020
Q3 | – | Sell |
-456
| Closed | -$38K | – | 324 |
|
|
2020
Q2 | $38K | Buy |
+456
| New | +$38K | 0.03% | 124 |
|