TW
TritonPoint Wealth’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 | $2.49M | Sell |
31,693
-1,405
| -4% | -$111K | 0.23% | 104 |
|
|
2025
Q1 | $2.59M | Sell |
33,098
-659
| -2% | -$51.6K | 0.25% | 94 |
|
|
2024
Q4 | $2.61M | Sell |
33,757
-166
| -0.5% | -$12.8K | 0.24% | 102 |
|
|
2024
Q3 | $2.67M | Sell |
33,923
-2,357
| -6% | -$186K | 0.24% | 98 |
|
|
2024
Q2 | $2.78M | Sell |
36,280
-5,707
| -14% | -$438K | 0.27% | 89 |
|
|
2024
Q1 | $11.3M | Sell |
41,987
-104,426
| -71% | -$28M | 1.18% | 19 |
|
|
2023
Q4 | $11.3M | Buy |
+146,413
| New | +$11.3M | 1.1% | 22 |
|