VWA
VERITY 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 | $1.17M | Buy |
14,904
+231
| +2% | +$18.2K | 0.79% | 21 |
|
|
2025
Q1 | $1.15M | Sell |
14,673
-823
| -5% | -$64.4K | 0.85% | 21 |
|
|
2024
Q4 | $1.2M | Hold |
15,496
| – | – | 0.86% | 20 |
|
|
2024
Q3 | $1.22M | Buy |
15,496
+2,233
| +17% | +$176K | 0.86% | 20 |
|
|
2024
Q2 | $1.02M | Buy |
13,263
+625
| +5% | +$47.9K | 0.76% | 28 |
|
|
2024
Q1 | $969K | Buy |
12,638
+1,849
| +17% | +$142K | 0.74% | 28 |
|
|
2023
Q4 | $831K | Buy |
10,789
+1,578
| +17% | +$122K | 0.71% | 28 |
|
|
2023
Q3 | $692K | Buy |
9,211
+225
| +3% | +$16.9K | 0.65% | 31 |
|
|
2023
Q2 | $679K | Buy |
8,986
+295
| +3% | +$22.3K | 0.61% | 31 |
|
|
2023
Q1 | $665K | Buy |
8,691
+143
| +2% | +$10.9K | 0.62% | 31 |
|
|
2022
Q4 | $643K | Buy |
8,548
+1
| +0% | +$75 | 0.63% | 31 |
|
|
2022
Q3 | $639K | Hold |
8,547
| – | – | 0.66% | 31 |
|
|
2022
Q2 | $656K | Buy |
+8,547
| New | +$656K | 0.64% | 30 |
|