WAS
Wealth Advisory Solutions’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 | $484K | Sell |
6,147
-110
| -2% | -$8.66K | 0.12% | 92 |
|
|
2025
Q1 | $490K | Sell |
6,257
-505
| -7% | -$39.5K | 0.13% | 91 |
|
|
2024
Q4 | $523K | Sell |
6,762
-1,552
| -19% | -$120K | 0.15% | 86 |
|
|
2024
Q3 | $654K | Sell |
8,314
-12
| -0.1% | -$944 | 0.18% | 72 |
|
|
2024
Q2 | $639K | Sell |
8,326
-89
| -1% | -$6.83K | 0.17% | 72 |
|
|
2024
Q1 | $645K | Sell |
8,415
-1,127
| -12% | -$86.4K | 0.17% | 73 |
|
|
2023
Q4 | $735K | Sell |
9,542
-10,291
| -52% | -$793K | 0.26% | 47 |
|
|
2023
Q3 | $1.51M | Buy |
19,833
+8,275
| +72% | +$629K | 0.3% | 56 |
|
|
2023
Q2 | $873K | Sell |
11,558
-9
| -0.1% | -$680 | 0.23% | 65 |
|
|
2023
Q1 | $885K | Sell |
11,567
-8,136
| -41% | -$622K | 0.24% | 71 |
|
|
2022
Q4 | $1.48M | Sell |
19,703
-13,311
| -40% | -$1M | 0.4% | 63 |
|
|
2022
Q3 | $2.47M | Sell |
33,014
-95,265
| -74% | -$7.13M | 0.68% | 46 |
|
|
2022
Q2 | $9.85M | Sell |
128,279
-28,607
| -18% | -$2.2M | 2.42% | 6 |
|
|
2022
Q1 | $12.2M | Buy |
+156,886
| New | +$12.2M | 2.54% | 6 |
|
|
2021
Q3 | $13.6M | Buy |
165,484
+26,465
| +19% | +$2.17M | 3.01% | 5 |
|
|
2021
Q2 | $11.4M | Sell |
139,019
-24,450
| -15% | -$2.01M | 2.71% | 6 |
|
|
2021
Q1 | $13K | Buy |
163,469
+85,250
| +109% | +$6.78K | 0.01% | 67 |
|
|
2020
Q4 | $6.48M | Sell |
78,219
-9,375
| -11% | -$777K | 1.76% | 16 |
|
|
2020
Q3 | $7.27M | Buy |
87,594
+2,300
| +3% | +$191K | 1.93% | 10 |
|
|
2020
Q2 | $7.09M | Buy |
85,294
+2,275
| +3% | +$189K | 1.97% | 8 |
|
|
2020
Q1 | $6.82M | Buy |
+83,019
| New | +$6.82M | 2.32% | 6 |
|