SWP
Stratos Wealth Partners’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 | $2.18M | Buy |
27,712
+5,883
| +27% | +$463K | 0.03% | 469 |
|
|
2025
Q1 | $1.71M | Sell |
21,829
-3,578
| -14% | -$280K | 0.03% | 488 |
|
|
2024
Q4 | $1.96M | Buy |
25,407
+9,752
| +62% | +$754K | 0.03% | 482 |
|
|
2024
Q3 | $1.23M | Sell |
15,655
-1,086
| -6% | -$85.5K | 0.02% | 601 |
|
|
2024
Q2 | $1.28M | Buy |
16,741
+6,359
| +61% | +$488K | 0.02% | 567 |
|
|
2024
Q1 | $796K | Sell |
10,382
-3,848
| -27% | -$295K | 0.01% | 727 |
|
|
2023
Q4 | $1.1M | Buy |
14,230
+463
| +3% | +$35.7K | 0.02% | 591 |
|
|
2023
Q3 | $1.03M | Sell |
13,767
-1,637
| -11% | -$123K | 0.02% | 564 |
|
|
2023
Q2 | $1.16M | Sell |
15,404
-672
| -4% | -$50.8K | 0.03% | 493 |
|
|
2023
Q1 | $1.23M | Sell |
16,076
-3,881
| -19% | -$297K | 0.03% | 427 |
|
|
2022
Q4 | $1.5M | Buy |
19,957
+1,483
| +8% | +$112K | 0.04% | 410 |
|
|
2022
Q3 | $1.38M | Buy |
18,474
+3,836
| +26% | +$287K | 0.04% | 395 |
|
|
2022
Q2 | $1.12M | Sell |
14,638
-11,302
| -44% | -$868K | 0.03% | 477 |
|
|
2022
Q1 | $2.02M | Buy |
25,940
+7,142
| +38% | +$556K | 0.05% | 352 |
|
|
2021
Q4 | $1.52M | Buy |
18,798
+442
| +2% | +$35.7K | 0.03% | 435 |
|
|
2021
Q3 | $1.5M | Buy |
18,356
+414
| +2% | +$33.9K | 0.04% | 397 |
|
|
2021
Q2 | $1.47M | Buy |
17,942
+328
| +2% | +$26.9K | 0.04% | 430 |
|
|
2021
Q1 | $1.45M | Sell |
17,614
-183
| -1% | -$15K | 0.04% | 397 |
|
|
2020
Q4 | $1.48M | Sell |
17,797
-26,189
| -60% | -$2.17M | 0.04% | 341 |
|
|
2020
Q3 | $3.65M | Sell |
43,986
-761
| -2% | -$63.2K | 0.12% | 185 |
|
|
2020
Q2 | $3.72M | Buy |
44,747
+18,568
| +71% | +$1.54M | 0.13% | 172 |
|
|
2020
Q1 | $2.15M | Sell |
26,179
-4,114
| -14% | -$338K | 0.1% | 208 |
|
|
2019
Q4 | $2.44M | Buy |
30,293
+888
| +3% | +$71.6K | 0.1% | 218 |
|
|
2019
Q3 | $2.38M | Sell |
29,405
-3,288
| -10% | -$266K | 0.1% | 212 |
|
|
2019
Q2 | $2.63M | Sell |
32,693
-11,504
| -26% | -$926K | 0.11% | 189 |
|
|
2019
Q1 | $3.52M | Sell |
44,197
-14,874
| -25% | -$1.18M | 0.16% | 144 |
|
|
2018
Q4 | $4.64M | Buy |
59,071
+14,684
| +33% | +$1.15M | 0.24% | 88 |
|
|
2018
Q3 | $3.46M | Sell |
44,387
-8,582
| -16% | -$670K | 0.15% | 139 |
|
|
2018
Q2 | $4.14M | Sell |
52,969
-33,907
| -39% | -$2.65M | 0.18% | 113 |
|
|
2018
Q1 | $6.82M | Buy |
86,876
+16,071
| +23% | +$1.26M | 0.29% | 69 |
|
|
2017
Q4 | $5.6M | Sell |
70,805
-62,216
| -47% | -$4.92M | 0.25% | 77 |
|
|
2017
Q3 | $10.6M | Sell |
133,021
-22,088
| -14% | -$1.76M | 0.5% | 36 |
|
|
2017
Q2 | $12.4M | Buy |
155,109
+19,873
| +15% | +$1.59M | 0.64% | 31 |
|
|
2017
Q1 | $10.8M | Buy |
135,236
+68,681
| +103% | +$5.48M | 0.61% | 34 |
|
|
2016
Q4 | $5.29M | Sell |
66,555
-10,117
| -13% | -$804K | 0.33% | 67 |
|
|
2016
Q3 | $6.2M | Buy |
76,672
+24,466
| +47% | +$1.98M | 0.42% | 53 |
|
|
2016
Q2 | $4.23M | Buy |
52,206
+19,106
| +58% | +$1.55M | 0.31% | 68 |
|
|
2016
Q1 | $2.67M | Sell |
33,100
-1,007
| -3% | -$81.2K | 0.23% | 82 |
|
|
2015
Q4 | $2.71M | Buy |
34,107
+3,876
| +13% | +$308K | 0.23% | 83 |
|
|
2015
Q3 | $2.43M | Buy |
30,231
+2,447
| +9% | +$197K | 0.31% | 71 |
|
|
2015
Q2 | $2.23M | Buy |
27,784
+2,953
| +12% | +$237K | 0.29% | 74 |
|
|
2015
Q1 | $2M | Buy |
24,831
+9,545
| +62% | +$770K | 0.24% | 89 |
|
|
2014
Q4 | $1.22M | Buy |
15,286
+7,805
| +104% | +$624K | 0.22% | 111 |
|
|
2014
Q3 | $599K | Buy |
+7,481
| New | +$599K | 0.14% | 145 |
|