SPA
Shore Point 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 | $583K | Buy |
7,402
+497
| +7% | +$39.1K | 0.28% | 42 |
|
|
2025
Q1 | $541K | Buy |
6,905
+908
| +15% | +$71.1K | 0.29% | 39 |
|
|
2024
Q4 | $463K | Buy |
5,997
+510
| +9% | +$39.4K | 0.25% | 41 |
|
|
2024
Q3 | $432K | Buy |
5,487
+282
| +5% | +$22.2K | 0.23% | 43 |
|
|
2024
Q2 | $399K | Buy |
5,205
+132
| +3% | +$10.1K | 0.23% | 42 |
|
|
2024
Q1 | $389K | Buy |
5,073
+401
| +9% | +$30.8K | 0.22% | 41 |
|
|
2023
Q4 | $360K | Buy |
4,672
+196
| +4% | +$15.1K | 0.22% | 42 |
|
|
2023
Q3 | $336K | Sell |
4,476
-92
| -2% | -$6.92K | 0.24% | 41 |
|
|
2023
Q2 | $345K | Sell |
4,568
-155
| -3% | -$11.7K | 0.25% | 40 |
|
|
2023
Q1 | $361K | Buy |
4,723
+180
| +4% | +$13.8K | 0.27% | 35 |
|
|
2022
Q4 | $342K | Buy |
4,543
+141
| +3% | +$10.6K | 0.28% | 37 |
|
|
2022
Q3 | $329K | Buy |
4,402
+423
| +11% | +$31.6K | 0.32% | 26 |
|
|
2022
Q2 | $306K | Buy |
+3,979
| New | +$306K | 0.29% | 31 |
|