TDWM
Topel & Distasi 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 | – | Sell |
-5,332
| Closed | -$417K | – | 62 |
|
|
2025
Q1 | $417K | Hold |
5,332
| – | – | 0.19% | 60 |
|
|
2024
Q4 | $412K | Hold |
5,332
| – | – | 0.18% | 63 |
|
|
2024
Q3 | $420K | Hold |
5,332
| – | – | 0.17% | 64 |
|
|
2024
Q2 | $409K | Hold |
5,332
| – | – | 0.18% | 62 |
|
|
2024
Q1 | $409K | Buy |
5,332
+53
| +1% | +$4.06K | 0.18% | 61 |
|
|
2023
Q4 | $407K | Hold |
5,279
| – | – | 0.19% | 60 |
|
|
2023
Q3 | $397K | Hold |
5,279
| – | – | 0.21% | 58 |
|
|
2023
Q2 | $399K | Hold |
5,279
| – | – | 0.2% | 60 |
|
|
2023
Q1 | $404K | Sell |
5,279
-957
| -15% | -$73.2K | 0.21% | 58 |
|
|
2022
Q4 | $469K | Hold |
6,236
| – | – | 0.26% | 56 |
|
|
2022
Q3 | $468K | Sell |
6,236
-1,046
| -14% | -$78.5K | 0.26% | 58 |
|
|
2022
Q2 | $559K | Sell |
7,282
-87,940
| -92% | -$6.75M | 0.32% | 52 |
|
|
2022
Q1 | $7.42M | Sell |
95,222
-34,388
| -27% | -$2.68M | 3.11% | 9 |
|
|
2021
Q4 | $10.5M | Buy |
+129,610
| New | +$10.5M | 4.27% | 4 |
|