SWM
Sterling 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 | $217K | Buy |
+2,763
| New | +$217K | 0.07% | 102 |
|
|
2024
Q4 | $213K | Sell |
2,762
-529
| -16% | -$40.9K | 0.08% | 100 |
|
|
2024
Q3 | $259K | Buy |
3,291
+2
| +0.1% | +$157 | 0.1% | 98 |
|
|
2024
Q2 | $252K | Buy |
3,289
+2
| +0.1% | +$153 | 0.12% | 89 |
|
|
2024
Q1 | $252K | Buy |
3,287
+2
| +0.1% | +$153 | 0.13% | 84 |
|
|
2023
Q4 | $253K | Buy |
+3,285
| New | +$253K | 0.14% | 79 |
|