WWP
Waypoint Wealth Partners’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 |
-2,592
| Closed | -$203K | – | 78 |
|
|
2025
Q1 | $203K | Hold |
2,592
| – | – | 0.06% | 67 |
|
|
2024
Q4 | $200K | Buy |
+2,592
| New | +$200K | 0.05% | 65 |
|
|
2024
Q1 | – | Sell |
-3,354
| Closed | -$258K | – | 73 |
|
|
2023
Q4 | $258K | Buy |
3,354
+210
| +7% | +$16.2K | 0.08% | 64 |
|
|
2023
Q3 | $236K | Buy |
+3,144
| New | +$236K | 0.08% | 68 |
|
|
2022
Q4 | – | Sell |
-8,564
| Closed | -$641K | – | 65 |
|
|
2022
Q3 | $641K | Sell |
8,564
-20,275
| -70% | -$1.52M | 0.27% | 27 |
|
|
2022
Q2 | $2.22M | Buy |
+28,839
| New | +$2.22M | 0.85% | 16 |
|