WFA
Websterrogers Financial 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 | $2.71M | Sell |
34,478
-741
| -2% | -$58.3K | 0.86% | 27 |
|
|
2025
Q1 | $2.76M | Sell |
35,219
-3,962
| -10% | -$310K | 0.94% | 27 |
|
|
2024
Q4 | $3.03M | Buy |
39,181
+542
| +1% | +$41.9K | 1.05% | 25 |
|
|
2024
Q3 | $3.04M | Sell |
38,639
-4,266
| -10% | -$336K | 1.06% | 26 |
|
|
2024
Q2 | $3.29M | Sell |
42,905
-15,143
| -26% | -$1.16M | 1.17% | 25 |
|
|
2024
Q1 | $4.45M | Sell |
58,048
-160,175
| -73% | -$12.3M | 1.58% | 22 |
|
|
2023
Q4 | $16.8M | Buy |
218,223
+89,760
| +70% | +$6.91M | 7.01% | 2 |
|
|
2023
Q3 | $9.66M | Sell |
128,463
-11,877
| -8% | -$893K | 4.25% | 8 |
|
|
2023
Q2 | $10.6M | Sell |
140,340
-2,507
| -2% | -$189K | 4.62% | 7 |
|
|
2023
Q1 | $10.9M | Sell |
142,847
-119,496
| -46% | -$9.14M | 5.03% | 6 |
|
|
2022
Q4 | $19.7M | Sell |
262,343
-12,903
| -5% | -$971K | 9.56% | 2 |
|
|
2022
Q3 | $20.6M | Buy |
275,246
+83,927
| +44% | +$6.28M | 10.83% | 3 |
|
|
2022
Q2 | $14.7M | Buy |
191,319
+53,010
| +38% | +$4.07M | 7.18% | 3 |
|
|
2022
Q1 | $10.7M | Sell |
138,309
-453
| -0.3% | -$35.2K | 5.49% | 4 |
|
|
2021
Q4 | $11.2M | Buy |
138,762
+28,919
| +26% | +$2.34M | 2.54% | 8 |
|
|
2021
Q3 | $9M | Buy |
109,843
+18,330
| +20% | +$1.5M | 2.09% | 10 |
|
|
2021
Q2 | $7.53M | Buy |
91,513
+21,583
| +31% | +$1.78M | 1.8% | 11 |
|
|
2021
Q1 | $5.75M | Buy |
69,930
+15,630
| +29% | +$1.28M | 1.55% | 11 |
|
|
2020
Q4 | $4.5M | Buy |
+54,300
| New | +$4.5M | 1.31% | 15 |
|