VWA
Visionary 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 | – | Sell |
-2,789
| Closed | -$218K | – | 573 |
|
|
2025
Q1 | $218K | Sell |
2,789
-477
| -15% | -$37.3K | 0.01% | 509 |
|
|
2024
Q4 | $252K | Sell |
3,266
-83
| -2% | -$6.41K | 0.01% | 478 |
|
|
2024
Q3 | $263K | Sell |
3,349
-2,471
| -42% | -$194K | 0.02% | 465 |
|
|
2024
Q2 | $446K | Buy |
5,820
+104
| +2% | +$7.98K | 0.03% | 345 |
|
|
2024
Q1 | $438K | Sell |
5,716
-748
| -12% | -$57.4K | 0.03% | 343 |
|
|
2023
Q4 | $498K | Sell |
6,464
-951
| -13% | -$73.2K | 0.04% | 312 |
|
|
2023
Q3 | $557K | Sell |
7,415
-119
| -2% | -$8.95K | 0.05% | 281 |
|
|
2023
Q2 | $569K | Sell |
7,534
-1,759
| -19% | -$133K | 0.05% | 275 |
|
|
2023
Q1 | $711K | Sell |
9,293
-3,123
| -25% | -$239K | 0.06% | 235 |
|
|
2022
Q4 | $935K | Sell |
12,416
-3,132
| -20% | -$236K | 0.09% | 186 |
|
|
2022
Q3 | $1.16M | Sell |
15,548
-18,095
| -54% | -$1.35M | 0.12% | 153 |
|
|
2022
Q2 | $2.58M | Sell |
33,643
-38,702
| -53% | -$2.97M | 0.23% | 105 |
|
|
2022
Q1 | $5.64M | Sell |
72,345
-68,783
| -49% | -$5.36M | 0.45% | 57 |
|
|
2021
Q4 | $11.4M | Buy |
141,128
+10,668
| +8% | +$862K | 0.94% | 27 |
|
|
2021
Q3 | $10.7M | Buy |
130,460
+19,898
| +18% | +$1.63M | 1.1% | 26 |
|
|
2021
Q2 | $9.08M | Buy |
110,562
+45,897
| +71% | +$3.77M | 0.91% | 29 |
|
|
2021
Q1 | $5.32M | Buy |
64,665
+47,124
| +269% | +$3.87M | 0.56% | 43 |
|
|
2020
Q4 | $1.45M | Buy |
17,541
+5,354
| +44% | +$444K | 0.16% | 116 |
|
|
2020
Q3 | $1.01M | Buy |
12,187
+5,134
| +73% | +$426K | 0.14% | 116 |
|
|
2020
Q2 | $586K | Buy |
+7,053
| New | +$586K | 0.09% | 141 |
|