WFL
Wealth Forward LLC’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 | $11M | Buy |
139,294
+779
| +0.6% | +$61.3K | 7.37% | 7 |
|
|
2025
Q1 | $10.8M | Buy |
138,515
+990
| +0.7% | +$77.5K | 7.72% | 7 |
|
|
2024
Q4 | $10.6M | Buy |
137,525
+13,017
| +10% | +$1.01M | 7.5% | 7 |
|
|
2024
Q3 | $9.8M | Buy |
124,508
+5,058
| +4% | +$398K | 6.87% | 7 |
|
|
2024
Q2 | $9.16M | Buy |
119,450
+1,122
| +0.9% | +$86.1K | 7.16% | 7 |
|
|
2024
Q1 | $9.07M | Buy |
118,328
+3,269
| +3% | +$251K | 7.14% | 7 |
|
|
2023
Q4 | $8.86M | Buy |
+115,059
| New | +$8.86M | 7.49% | 7 |
|