WA
Wealthstream Advisors’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 | $628K | Sell |
7,984
-5,650
| -41% | -$445K | 0.1% | 69 |
|
|
2025
Q1 | $1.07M | Buy |
13,634
+121
| +0.9% | +$9.47K | 0.2% | 43 |
|
|
2024
Q4 | $1.04M | Buy |
13,513
+156
| +1% | +$12.1K | 0.19% | 46 |
|
|
2024
Q3 | $1.05M | Buy |
13,357
+112
| +0.8% | +$8.81K | 0.19% | 44 |
|
|
2024
Q2 | $1.02M | Buy |
13,245
+106
| +0.8% | +$8.13K | 0.37% | 39 |
|
|
2024
Q1 | $1.01M | Buy |
13,139
+3,099
| +31% | +$238K | 0.38% | 40 |
|
|
2023
Q4 | $773K | Buy |
10,040
+702
| +8% | +$54.1K | 0.32% | 50 |
|
|
2023
Q3 | $702K | Sell |
9,338
-1,120
| -11% | -$84.2K | 0.36% | 42 |
|
|
2023
Q2 | $790K | Buy |
10,458
+5,788
| +124% | +$437K | 0.41% | 36 |
|
|
2023
Q1 | $357K | Sell |
4,670
-3,406
| -42% | -$261K | 0.21% | 55 |
|
|
2022
Q4 | $608K | Buy |
8,076
+5,389
| +201% | +$406K | 0.4% | 36 |
|
|
2022
Q3 | $201K | Sell |
2,687
-4,251
| -61% | -$318K | 0.22% | 61 |
|
|
2022
Q2 | $533K | Buy |
6,938
+3,638
| +110% | +$279K | 0.54% | 30 |
|
|
2022
Q1 | $257K | Buy |
3,300
+2
| +0.1% | +$156 | 0.22% | 57 |
|
|
2021
Q4 | $267K | Buy |
+3,298
| New | +$267K | 0.23% | 52 |
|