VWA
V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,756
| Closed | -$287K | – | 385 |
|
|
2023
Q1 | $287K | Sell |
3,756
-167
| -4% | -$12.8K | 0.05% | 300 |
|
|
2022
Q4 | $295K | Buy |
3,923
+1
| +0% | +$75 | 0.06% | 281 |
|
|
2022
Q3 | $294K | Sell |
3,922
-16
| -0.4% | -$1.2K | 0.06% | 286 |
|
|
2022
Q2 | $302K | Buy |
3,938
+1,003
| +34% | +$76.9K | 0.06% | 308 |
|
|
2022
Q1 | $229K | Buy |
+2,935
| New | +$229K | 0.04% | 391 |
|
|
2021
Q3 | – | Sell |
-2,482
| Closed | -$204K | – | 473 |
|
|
2021
Q2 | $204K | Buy |
2,482
+21
| +0.9% | +$1.73K | 0.03% | 449 |
|
|
2021
Q1 | $202K | Sell |
2,461
-5
| -0.2% | -$410 | 0.04% | 406 |
|
|
2020
Q4 | $204K | Buy |
+2,466
| New | +$204K | 0.04% | 363 |
|
|
2020
Q3 | – | Sell |
-3,147
| Closed | -$262K | – | 189 |
|
|
2020
Q2 | $262K | Buy |
+3,147
| New | +$262K | 0.07% | 289 |
|
|
2017
Q4 | – | Sell |
-6,443
| Closed | -$513K | – | 207 |
|
|
2017
Q3 | $513K | Sell |
6,443
-278
| -4% | -$22.1K | 0.26% | 93 |
|
|
2017
Q2 | $536K | Sell |
6,721
-137
| -2% | -$10.9K | 0.25% | 85 |
|
|
2017
Q1 | $546K | Buy |
+6,858
| New | +$546K | 0.34% | 81 |
|