SW
SoFi Wealth’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 | $18.3K | Sell |
232
-50
| -18% | -$3.94K | ﹤0.01% | 40 |
|
|
2025
Q1 | $22.1K | Sell |
282
-734,737
| -100% | -$57.5M | ﹤0.01% | 33 |
|
|
2024
Q4 | $56.8M | Buy |
735,019
+64,143
| +10% | +$4.96M | 3.89% | 7 |
|
|
2024
Q3 | $52.8M | Buy |
670,876
+65,667
| +11% | +$5.17M | 3.88% | 6 |
|
|
2024
Q2 | $46.4M | Buy |
605,209
+62,877
| +12% | +$4.82M | 3.89% | 7 |
|
|
2024
Q1 | $41.6M | Buy |
542,332
+44,542
| +9% | +$3.42M | 3.87% | 7 |
|
|
2023
Q4 | $38.3M | Buy |
497,790
+19,243
| +4% | +$1.48M | 4.11% | 7 |
|
|
2023
Q3 | $36M | Buy |
478,547
+9,597
| +2% | +$721K | 4.39% | 7 |
|
|
2023
Q2 | $35.4M | Buy |
468,950
+17,271
| +4% | +$1.31M | 4.37% | 7 |
|
|
2023
Q1 | $34.5M | Buy |
451,679
+18,489
| +4% | +$1.41M | 4.66% | 7 |
|
|
2022
Q4 | $32.6M | Buy |
433,190
+19,360
| +5% | +$1.46M | 4.91% | 7 |
|
|
2022
Q3 | $31M | Buy |
413,830
+18,714
| +5% | +$1.4M | 5.18% | 7 |
|
|
2022
Q2 | $30.3M | Buy |
395,116
+33,725
| +9% | +$2.59M | 5.08% | 7 |
|
|
2022
Q1 | $28.2M | Buy |
+361,391
| New | +$28.2M | 4.27% | 6 |
|