WA
Wealth Architects’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 | $4.3M | Buy |
54,578
+3,777
| +7% | +$297K | 0.44% | 40 |
|
|
2025
Q1 | $3.98M | Buy |
50,801
+4,670
| +10% | +$366K | 0.44% | 38 |
|
|
2024
Q4 | $3.56M | Buy |
46,131
+492
| +1% | +$38K | 0.4% | 40 |
|
|
2024
Q3 | $3.59M | Sell |
45,639
-1,334
| -3% | -$105K | 0.41% | 38 |
|
|
2024
Q2 | $3.6M | Buy |
46,973
+1,680
| +4% | +$129K | 0.44% | 38 |
|
|
2024
Q1 | $3.47M | Buy |
45,293
+959
| +2% | +$73.5K | 0.46% | 34 |
|
|
2023
Q4 | $3.41M | Sell |
44,334
-43,948
| -50% | -$3.38M | 0.48% | 30 |
|
|
2023
Q3 | $6.64M | Buy |
88,282
+4,461
| +5% | +$335K | 1.13% | 21 |
|
|
2023
Q2 | $6.33M | Buy |
83,821
+5,961
| +8% | +$450K | 1.05% | 20 |
|
|
2023
Q1 | $5.96M | Buy |
77,860
+1,227
| +2% | +$93.9K | 1.05% | 21 |
|
|
2022
Q4 | $5.77M | Sell |
76,633
-7,939
| -9% | -$598K | 1.09% | 20 |
|
|
2022
Q3 | $6.33M | Sell |
84,572
-1,455
| -2% | -$109K | 1.32% | 18 |
|
|
2022
Q2 | $6.61M | Buy |
86,027
+215
| +0.3% | +$16.5K | 1.29% | 18 |
|
|
2022
Q1 | $6.69M | Sell |
85,812
-731
| -0.8% | -$56.9K | 1.14% | 19 |
|
|
2021
Q4 | $7M | Buy |
86,543
+6,471
| +8% | +$523K | 1.23% | 19 |
|
|
2021
Q3 | $6.56M | Sell |
80,072
-711
| -0.9% | -$58.3K | 1.27% | 19 |
|
|
2021
Q2 | $6.64M | Sell |
80,783
-295
| -0.4% | -$24.2K | 1.3% | 18 |
|
|
2021
Q1 | $6.66M | Buy |
81,078
+9,642
| +13% | +$793K | 1.44% | 18 |
|
|
2020
Q4 | $5.92M | Buy |
71,436
+19,322
| +37% | +$1.6M | 1.38% | 18 |
|
|
2020
Q3 | $4.33M | Buy |
52,114
+9,793
| +23% | +$813K | 1.17% | 20 |
|
|
2020
Q2 | $3.52M | Buy |
42,321
+13,793
| +48% | +$1.15M | 0.99% | 22 |
|
|
2020
Q1 | $2.34M | Buy |
28,528
+80
| +0.3% | +$6.57K | 0.81% | 24 |
|
|
2019
Q4 | $2.29M | Buy |
28,448
+5,712
| +25% | +$460K | 0.64% | 22 |
|
|
2019
Q3 | $1.84M | Sell |
22,736
-144
| -0.6% | -$11.6K | 0.56% | 22 |
|
|
2019
Q2 | $1.84M | Buy |
22,880
+79
| +0.3% | +$6.36K | 0.56% | 23 |
|
|
2019
Q1 | $1.82M | Buy |
22,801
+1,467
| +7% | +$117K | 0.57% | 23 |
|
|
2018
Q4 | $1.68M | Sell |
21,334
-1,231
| -5% | -$96.7K | 0.6% | 23 |
|
|
2018
Q3 | $1.76M | Buy |
22,565
+18
| +0.1% | +$1.41K | 0.54% | 23 |
|
|
2018
Q2 | $1.76M | Sell |
22,547
-219
| -1% | -$17.1K | 0.57% | 22 |
|
|
2018
Q1 | $1.79M | Buy |
22,766
+3,481
| +18% | +$273K | 0.59% | 22 |
|
|
2017
Q4 | $1.53M | Sell |
19,285
-761
| -4% | -$60.2K | 0.5% | 23 |
|
|
2017
Q3 | $1.6M | Sell |
20,046
-164
| -0.8% | -$13.1K | 0.56% | 22 |
|
|
2017
Q2 | $1.61M | Buy |
20,210
+2,603
| +15% | +$208K | 0.6% | 20 |
|
|
2017
Q1 | $1.4M | Buy |
17,607
+1,076
| +7% | +$85.8K | 0.56% | 21 |
|
|
2016
Q4 | $1.31M | Buy |
16,531
+7,189
| +77% | +$571K | 0.58% | 22 |
|
|
2016
Q3 | $755K | Sell |
9,342
-68
| -0.7% | -$5.5K | 0.35% | 37 |
|
|
2016
Q2 | $762K | Sell |
9,410
-1,102
| -10% | -$89.2K | 0.37% | 37 |
|
|
2016
Q1 | $848K | Sell |
10,512
-253
| -2% | -$20.4K | 0.42% | 34 |
|
|
2015
Q4 | $857K | Buy |
10,765
+127
| +1% | +$10.1K | 0.42% | 35 |
|
|
2015
Q3 | $855K | Sell |
10,638
-687
| -6% | -$55.2K | 0.46% | 33 |
|
|
2015
Q2 | $908K | Buy |
11,325
+108
| +1% | +$8.66K | 0.49% | 27 |
|
|
2015
Q1 | $903K | Buy |
11,217
+145
| +1% | +$11.7K | 0.52% | 24 |
|
|
2014
Q4 | $885K | Buy |
+11,072
| New | +$885K | 0.52% | 25 |
|