WPA
West Paces 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 | – | Sell |
-436
| Closed | -$34.1K | – | 255 |
|
2025
Q1 | $34.1K | Buy |
436
+136
| +45% | +$10.6K | 0.01% | 262 |
|
2024
Q4 | $23.2K | Sell |
300
-311
| -51% | -$24K | 0.01% | 292 |
|
2024
Q3 | $48.1K | Hold |
611
| – | – | 0.01% | 237 |
|
2024
Q2 | $46.9K | Hold |
611
| – | – | 0.01% | 222 |
|
2024
Q1 | $46.8K | Hold |
611
| – | – | 0.01% | 238 |
|
2023
Q4 | $47.1K | Sell |
611
-155
| -20% | -$11.9K | 0.01% | 226 |
|
2023
Q3 | $57.6K | Buy |
766
+135
| +21% | +$10.1K | 0.02% | 202 |
|
2023
Q2 | $47.7K | Sell |
631
-383
| -38% | -$28.9K | 0.01% | 226 |
|
2023
Q1 | $77.5K | Sell |
1,014
-498
| -33% | -$38.1K | 0.02% | 195 |
|
2022
Q4 | $114K | Buy |
1,512
+2
| +0.1% | +$151 | 0.04% | 154 |
|
2022
Q3 | $113K | Sell |
1,510
-1,269
| -46% | -$95K | 0.04% | 154 |
|
2022
Q2 | $213K | Sell |
2,779
-457
| -14% | -$35.1K | 0.07% | 117 |
|
2022
Q1 | $252K | Hold |
3,236
| – | – | 0.08% | 112 |
|
2021
Q4 | $262K | Buy |
3,236
+3
| +0.1% | +$242 | 0.08% | 105 |
|
2021
Q3 | $265K | Buy |
3,233
+1
| +0% | +$82 | 0.09% | 104 |
|
2021
Q2 | $266K | Sell |
3,232
-931
| -22% | -$76.5K | 0.1% | 102 |
|
2021
Q1 | $342K | Sell |
4,163
-198
| -5% | -$16.3K | 0.14% | 87 |
|
2020
Q4 | $361K | Sell |
4,361
-293
| -6% | -$24.3K | 0.16% | 82 |
|
2020
Q3 | $387K | Buy |
4,654
+306
| +7% | +$25.4K | 0.2% | 79 |
|
2020
Q2 | $361K | Sell |
4,348
-244
| -5% | -$20.3K | 0.2% | 80 |
|
2020
Q1 | $377K | Buy |
4,592
+1,265
| +38% | +$104K | 0.24% | 75 |
|
2019
Q4 | $268K | Buy |
3,327
+31
| +0.9% | +$2.5K | 0.15% | 93 |
|
2019
Q3 | $266K | Sell |
3,296
-1,344
| -29% | -$109K | 0.16% | 94 |
|
2019
Q2 | $374K | Buy |
4,640
+7
| +0.2% | +$564 | 0.23% | 79 |
|
2019
Q1 | $369K | Sell |
4,633
-873
| -16% | -$69.5K | 0.26% | 76 |
|
2018
Q4 | $433K | Sell |
5,506
-8,941
| -62% | -$703K | 0.33% | 69 |
|
2018
Q3 | $1.13M | Sell |
14,447
-6,804
| -32% | -$531K | 0.81% | 23 |
|
2018
Q2 | $1.66M | Sell |
21,251
-81,020
| -79% | -$6.34M | 1.24% | 14 |
|
2018
Q1 | $8.02M | Sell |
102,271
-2,423
| -2% | -$190K | 5.97% | 3 |
|
2017
Q4 | $8.28M | Buy |
104,694
+5,118
| +5% | +$405K | 6.13% | 3 |
|
2017
Q3 | $7.95M | Buy |
99,576
+5,304
| +6% | +$423K | 5.99% | 3 |
|
2017
Q2 | $7.53M | Buy |
94,272
+4,222
| +5% | +$337K | 5.98% | 2 |
|
2017
Q1 | $7.18M | Buy |
90,050
+5,558
| +7% | +$443K | 5.72% | 2 |
|
2016
Q4 | $6.71M | Buy |
+84,492
| New | +$6.71M | 6.27% | 2 |
|