SWM
Stockman 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 | $561K | Sell |
7,125
-126
| -2% | -$9.92K | 0.08% | 96 |
|
|
2025
Q1 | $568K | Buy |
7,251
+626
| +9% | +$49K | 0.08% | 92 |
|
|
2024
Q4 | $512K | Buy |
6,625
+157
| +2% | +$12.1K | 0.08% | 100 |
|
|
2024
Q3 | $509K | Sell |
6,468
-738
| -10% | -$58.1K | 0.08% | 107 |
|
|
2024
Q2 | $553K | Buy |
7,206
+273
| +4% | +$20.9K | 0.1% | 95 |
|
|
2024
Q1 | $532K | Buy |
6,933
+727
| +12% | +$55.7K | 0.09% | 97 |
|
|
2023
Q4 | $478K | Buy |
6,206
+25
| +0.4% | +$1.93K | 0.1% | 100 |
|
|
2023
Q3 | $465K | Sell |
6,181
-167
| -3% | -$12.6K | 0.1% | 104 |
|
|
2023
Q2 | $480K | Buy |
6,348
+421
| +7% | +$31.8K | 0.1% | 104 |
|
|
2023
Q1 | $453K | Buy |
5,927
+1,338
| +29% | +$102K | 0.1% | 112 |
|
|
2022
Q4 | $345K | Buy |
+4,589
| New | +$345K | 0.08% | 136 |
|
|
2021
Q4 | – | Sell |
-3,361
| Closed | -$275K | – | 206 |
|
|
2021
Q3 | $275K | Buy |
3,361
+761
| +29% | +$62.3K | 0.06% | 164 |
|
|
2021
Q2 | $214K | Buy |
2,600
+105
| +4% | +$8.64K | 0.05% | 185 |
|
|
2021
Q1 | $205K | Buy |
2,495
+75
| +3% | +$6.16K | 0.06% | 179 |
|
|
2020
Q4 | $201K | Buy |
+2,420
| New | +$201K | 0.06% | 179 |
|
|
2016
Q1 | – | Sell |
-6,694
| Closed | -$533K | – | 72 |
|
|
2015
Q4 | $533K | Sell |
6,694
-305
| -4% | -$24.3K | 0.43% | 55 |
|
|
2015
Q3 | $563K | Buy |
6,999
+1,499
| +27% | +$121K | 0.49% | 56 |
|
|
2015
Q2 | $441K | Sell |
5,500
-1,050
| -16% | -$84.2K | 0.38% | 61 |
|
|
2015
Q1 | $527K | Sell |
6,550
-2,000
| -23% | -$161K | 0.45% | 60 |
|
|
2014
Q4 | $684K | Buy |
+8,550
| New | +$684K | 0.58% | 56 |
|