TWA
Trellis 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 | $13.6M | Buy |
173,003
+2,256
| +1% | +$178K | 5.93% | 6 |
|
|
2025
Q1 | $13.4M | Buy |
170,747
+913
| +0.5% | +$71.5K | 6.49% | 6 |
|
|
2024
Q4 | $13.1M | Buy |
169,834
+14,849
| +10% | +$1.15M | 6.6% | 6 |
|
|
2024
Q3 | $12.2M | Buy |
154,985
+14,499
| +10% | +$1.14M | 6.11% | 6 |
|
|
2024
Q2 | $10.8M | Buy |
140,486
+14,878
| +12% | +$1.14M | 5.91% | 6 |
|
|
2024
Q1 | $9.63M | Buy |
125,608
+238
| +0.2% | +$18.2K | 5.44% | 7 |
|
|
2023
Q4 | $9.66M | Buy |
125,370
+22,952
| +22% | +$1.77M | 5.24% | 6 |
|
|
2023
Q3 | $7.7M | Buy |
102,418
+14,683
| +17% | +$1.1M | 4.84% | 7 |
|
|
2023
Q2 | $6.63M | Buy |
87,735
+28,332
| +48% | +$2.14M | 4.41% | 7 |
|
|
2023
Q1 | $4.54M | Buy |
59,403
+24,153
| +69% | +$1.85M | 3.34% | 8 |
|
|
2022
Q4 | $2.65M | Buy |
+35,250
| New | +$2.65M | 2.29% | 9 |
|