SHWM
Smith & Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,079
| Closed | -$313K | – | 81 |
|
|
2024
Q2 | $313K | Sell |
4,079
-1,240
| -23% | -$95.1K | 0.09% | 60 |
|
|
2024
Q1 | $408K | Sell |
5,319
-18,944
| -78% | -$1.45M | 0.13% | 52 |
|
|
2023
Q4 | $1.87M | Buy |
24,263
+193
| +0.8% | +$14.9K | 0.66% | 27 |
|
|
2023
Q3 | $1.81M | Buy |
24,070
+454
| +2% | +$34.1K | 0.63% | 29 |
|
|
2023
Q2 | $1.78M | Sell |
23,616
-2,470
| -9% | -$187K | 0.63% | 28 |
|
|
2023
Q1 | $2M | Buy |
26,086
+267
| +1% | +$20.4K | 0.69% | 29 |
|
|
2022
Q4 | $1.94M | Buy |
25,819
+1,770
| +7% | +$133K | 0.74% | 26 |
|
|
2022
Q3 | $1.8M | Buy |
24,049
+8,549
| +55% | +$640K | 0.77% | 27 |
|
|
2022
Q2 | $1.19M | Sell |
15,500
-3,307
| -18% | -$254K | 0.5% | 33 |
|
|
2022
Q1 | $1.47M | Buy |
18,807
+8,397
| +81% | +$654K | 0.62% | 28 |
|
|
2021
Q4 | $841K | Sell |
10,410
-1,242
| -11% | -$100K | 0.38% | 34 |
|
|
2021
Q3 | $955K | Buy |
11,652
+144
| +1% | +$11.8K | 0.45% | 32 |
|
|
2021
Q2 | $945K | Buy |
11,508
+1,240
| +12% | +$102K | 0.45% | 30 |
|
|
2021
Q1 | $844K | Buy |
10,268
+2,011
| +24% | +$165K | 0.42% | 30 |
|
|
2020
Q4 | $685K | Buy |
8,257
+1,238
| +18% | +$103K | 0.36% | 32 |
|
|
2020
Q3 | $583K | Buy |
7,019
+700
| +11% | +$58.1K | 0.34% | 37 |
|
|
2020
Q2 | $525K | Buy |
6,319
+58
| +0.9% | +$4.82K | 0.33% | 39 |
|
|
2020
Q1 | $515K | Buy |
6,261
+92
| +1% | +$7.57K | 0.33% | 40 |
|
|
2019
Q4 | $497K | Sell |
6,169
-892
| -13% | -$71.9K | 0.17% | 47 |
|
|
2019
Q3 | $570K | Buy |
7,061
+320
| +5% | +$25.8K | 0.23% | 41 |
|
|
2019
Q2 | $543K | Buy |
+6,741
| New | +$543K | 0.23% | 35 |
|
|
2018
Q4 | – | Sell |
-6,225
| Closed | -$486K | – | 57 |
|
|
2018
Q3 | $486K | Buy |
6,225
+105
| +2% | +$8.2K | 0.2% | 29 |
|
|
2018
Q2 | $479K | Sell |
6,120
-110
| -2% | -$8.61K | 0.21% | 28 |
|
|
2018
Q1 | $489K | Buy |
+6,230
| New | +$489K | 0.21% | 28 |
|