SWP
Summit 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 | $2.58M | Buy |
32,836
+8
| +0% | +$630 | 0.49% | 46 |
|
|
2025
Q1 | $2.57M | Buy |
32,828
+7,334
| +29% | +$574K | 0.52% | 46 |
|
|
2024
Q4 | $1.97M | Sell |
25,494
-396
| -2% | -$30.6K | 0.4% | 50 |
|
|
2024
Q3 | $2.04M | Buy |
25,890
+404
| +2% | +$31.8K | 0.39% | 56 |
|
|
2024
Q2 | $1.95M | Sell |
25,486
-764
| -3% | -$58.6K | 0.41% | 50 |
|
|
2024
Q1 | $2.01M | Sell |
26,250
-865
| -3% | -$66.3K | 0.43% | 43 |
|
|
2023
Q4 | $2.09M | Sell |
27,115
-5,008
| -16% | -$386K | 0.48% | 41 |
|
|
2023
Q3 | $2.41M | Sell |
32,123
-617
| -2% | -$46.4K | 0.62% | 36 |
|
|
2023
Q2 | $2.47M | Sell |
32,740
-2,324
| -7% | -$176K | 0.62% | 36 |
|
|
2023
Q1 | $2.68M | Sell |
35,064
-541
| -2% | -$41.4K | 0.69% | 34 |
|
|
2022
Q4 | $2.68M | Sell |
35,605
-4,474
| -11% | -$337K | 0.71% | 35 |
|
|
2022
Q3 | $3M | Buy |
40,079
+1,873
| +5% | +$140K | 0.85% | 28 |
|
|
2022
Q2 | $2.93M | Buy |
38,206
+32,822
| +610% | +$2.52M | 0.79% | 30 |
|
|
2022
Q1 | $419K | Buy |
5,384
+384
| +8% | +$29.9K | 0.1% | 107 |
|
|
2021
Q4 | $404K | Buy |
5,000
+948
| +23% | +$76.6K | 0.09% | 110 |
|
|
2021
Q3 | $332K | Hold |
4,052
| – | – | 0.08% | 113 |
|
|
2021
Q2 | $333K | Hold |
4,052
| – | – | 0.08% | 116 |
|
|
2021
Q1 | $333K | Hold |
4,052
| – | – | 0.09% | 114 |
|
|
2020
Q4 | $336K | Hold |
4,052
| – | – | 0.09% | 107 |
|
|
2020
Q3 | $337K | Buy |
4,052
+348
| +9% | +$28.9K | 0.1% | 111 |
|
|
2020
Q2 | $308K | Hold |
3,704
| – | – | 0.1% | 111 |
|
|
2020
Q1 | $304K | Hold |
3,704
| – | – | 0.12% | 85 |
|
|
2019
Q4 | $299K | Buy |
+3,704
| New | +$299K | 0.1% | 94 |
|