TVWM
Tower View 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 | $115K | Buy |
1,467
+14
| +1% | +$1.1K | 0.06% | 75 |
|
|
2025
Q1 | $114K | Buy |
1,453
+4
| +0.3% | +$313 | 0.07% | 62 |
|
|
2024
Q4 | $112K | Buy |
1,449
+2
| +0.1% | +$154 | 0.06% | 67 |
|
|
2024
Q3 | $114K | Hold |
1,447
| – | – | 0.06% | 65 |
|
|
2024
Q2 | $111K | Buy |
1,447
+1,200
| +486% | +$92K | 0.06% | 66 |
|
|
2024
Q1 | $18.9K | Buy |
+247
| New | +$18.9K | 0.01% | 113 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$20K | – | 116 |
|
|
2019
Q4 | $20K | Buy |
250
+2
| +0.8% | +$160 | 0.02% | 101 |
|
|
2019
Q3 | $20K | Sell |
248
-154
| -38% | -$12.4K | 0.02% | 101 |
|
|
2019
Q2 | $32K | Buy |
402
+3
| +0.8% | +$239 | 0.03% | 86 |
|
|
2019
Q1 | $32K | Buy |
399
+1
| +0.3% | +$80 | 0.03% | 85 |
|
|
2018
Q4 | $31K | Sell |
398
-117
| -23% | -$9.11K | 0.03% | 84 |
|
|
2018
Q3 | $40K | Buy |
515
+3
| +0.6% | +$233 | 0.04% | 98 |
|
|
2018
Q2 | $40K | Buy |
512
+2
| +0.4% | +$156 | 0.04% | 95 |
|
|
2018
Q1 | $40K | Buy |
510
+2
| +0.4% | +$157 | 0.04% | 95 |
|
|
2017
Q4 | $40K | Buy |
+508
| New | +$40K | 0.04% | 98 |
|