SW
Signify Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $207K | Sell |
2,678
-193
| -7% | -$14.9K | 0.23% | 26 |
|
|
2024
Q3 | $226K | Sell |
2,871
-2,226
| -44% | -$175K | 0.28% | 25 |
|
|
2024
Q2 | $391K | Sell |
5,097
-1,534
| -23% | -$118K | 0.56% | 20 |
|
|
2024
Q1 | $508K | Sell |
6,631
-4,832
| -42% | -$370K | 0.84% | 17 |
|
|
2023
Q4 | $883K | Sell |
11,463
-19,480
| -63% | -$1.5M | 1.33% | 18 |
|
|
2023
Q3 | $2.33M | Sell |
30,943
-76,558
| -71% | -$5.75M | 3.13% | 13 |
|
|
2023
Q2 | $8.12M | Sell |
107,501
-9,561
| -8% | -$723K | 7% | 5 |
|
|
2023
Q1 | $8.95M | Sell |
117,062
-5,161
| -4% | -$395K | 7.91% | 4 |
|
|
2022
Q4 | $9.2M | Sell |
122,223
-8,120
| -6% | -$611K | 8.05% | 4 |
|
|
2022
Q3 | $9.75M | Buy |
130,343
+11,960
| +10% | +$895K | 10.37% | 4 |
|
|
2022
Q2 | $9.09M | Buy |
+118,383
| New | +$9.09M | 12.6% | 3 |
|