TBWA
Three Bridge Wealth Advisors’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 | $229K | Buy |
2,908
+28
| +1% | +$2.2K | 0.06% | 114 |
|
|
2025
Q1 | $225K | Buy |
2,880
+17
| +0.6% | +$1.33K | 0.08% | 81 |
|
|
2024
Q4 | $221K | Buy |
2,863
+34
| +1% | +$2.63K | 0.08% | 88 |
|
|
2024
Q3 | $223K | Buy |
2,829
+24
| +0.9% | +$1.89K | 0.08% | 80 |
|
|
2024
Q2 | $215K | Buy |
2,805
+23
| +0.8% | +$1.76K | 0.09% | 84 |
|
|
2024
Q1 | $213K | Buy |
2,782
+14
| +0.5% | +$1.07K | 0.08% | 88 |
|
|
2023
Q4 | $213K | Buy |
2,768
+27
| +1% | +$2.08K | 0.07% | 89 |
|
|
2023
Q3 | $206K | Buy |
2,741
+18
| +0.7% | +$1.35K | 0.09% | 92 |
|
|
2023
Q2 | $206K | Buy |
2,723
+15
| +0.6% | +$1.13K | 0.09% | 91 |
|
|
2023
Q1 | $207K | Buy |
+2,708
| New | +$207K | 0.1% | 87 |
|