Wealth Enhancement Advisory Services’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 | $41.4M | Sell |
528,638
-2,773
| -0.5% | -$217K | 0.07% | 259 |
|
|
2025
Q1 | $41.6M | Buy |
531,411
+5,581
| +1% | +$437K | 0.08% | 240 |
|
|
2024
Q4 | $40.6M | Buy |
525,830
+302,565
| +136% | +$23.4M | 0.08% | 238 |
|
|
2024
Q3 | $17.6M | Buy |
223,265
+29,438
| +15% | +$2.32M | 0.04% | 374 |
|
|
2024
Q2 | $14.9M | Buy |
193,827
+24,895
| +15% | +$1.91M | 0.04% | 392 |
|
|
2024
Q1 | $13M | Buy |
168,932
+6,791
| +4% | +$521K | 0.03% | 409 |
|
|
2023
Q4 | $12.5M | Buy |
162,141
+25,547
| +19% | +$1.97M | 0.04% | 381 |
|
|
2023
Q3 | $10.3M | Buy |
+136,594
| New | +$10.3M | 0.03% | 401 |
|
|
2022
Q3 | – | Sell |
-27,447
| Closed | -$2.1M | – | 325 |
|
|
2022
Q2 | $2.1M | Sell |
27,447
-247,300
| -90% | -$18.9M | 0.03% | 199 |
|
|
2022
Q1 | $21.3M | Buy |
+274,747
| New | +$21.3M | 0.29% | 54 |
|