WFPG
Waller Financial Planning Group’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 | $1.37M | Sell |
17,468
-1,061
| -6% | -$83.5K | 0.33% | 30 |
|
|
2025
Q1 | $1.45M | Sell |
18,529
-409
| -2% | -$32K | 0.41% | 30 |
|
|
2024
Q4 | $1.46M | Sell |
18,938
-458
| -2% | -$35.4K | 0.37% | 31 |
|
|
2024
Q3 | $1.53M | Buy |
19,396
+144
| +0.7% | +$11.3K | 0.38% | 33 |
|
|
2024
Q2 | $1.48M | Sell |
19,252
-1,168
| -6% | -$89.6K | 0.4% | 33 |
|
|
2024
Q1 | $1.57M | Sell |
20,420
-2,173
| -10% | -$167K | 0.42% | 33 |
|
|
2023
Q4 | $1.74M | Sell |
22,593
-795
| -3% | -$61.2K | 0.46% | 33 |
|
|
2023
Q3 | $1.76M | Sell |
23,388
-151
| -0.6% | -$11.4K | 0.51% | 32 |
|
|
2023
Q2 | $1.78M | Buy |
23,539
+723
| +3% | +$54.6K | 0.49% | 33 |
|
|
2023
Q1 | $1.75M | Buy |
22,816
+831
| +4% | +$63.6K | 0.49% | 32 |
|
|
2022
Q4 | $1.66M | Sell |
21,985
-4,862
| -18% | -$366K | 0.48% | 31 |
|
|
2022
Q3 | $2.01M | Sell |
26,847
-2,825
| -10% | -$211K | 0.61% | 30 |
|
|
2022
Q2 | $2.28M | Sell |
29,672
-116,192
| -80% | -$8.92M | 0.67% | 29 |
|
|
2022
Q1 | $11.4M | Sell |
145,864
-26,198
| -15% | -$2.04M | 3.01% | 8 |
|
|
2021
Q4 | $13.9M | Buy |
172,062
+3,192
| +2% | +$258K | 3.48% | 8 |
|
|
2021
Q3 | $13.8M | Buy |
168,870
+5,445
| +3% | +$446K | 3.68% | 7 |
|
|
2021
Q2 | $13.4M | Sell |
163,425
-2,808
| -2% | -$231K | 3.6% | 7 |
|
|
2021
Q1 | $13.7M | Buy |
166,233
+18,001
| +12% | +$1.48M | 3.93% | 7 |
|
|
2020
Q4 | $12.3M | Buy |
148,232
+59,094
| +66% | +$4.9M | 3.83% | 7 |
|
|
2020
Q3 | $7.4M | Buy |
89,138
+25,428
| +40% | +$2.11M | 2.71% | 8 |
|
|
2020
Q2 | $5.3M | Buy |
+63,710
| New | +$5.3M | 2.06% | 15 |
|