Western Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
9,609
-291
| -3% | -$22.9K | 0.04% | 324 |
|
|
2025
Q1 | $775K | Sell |
9,900
-2,248
| -19% | -$176K | 0.05% | 290 |
|
|
2024
Q4 | $939K | Sell |
12,148
-789
| -6% | -$61K | 0.06% | 257 |
|
|
2024
Q3 | $1.02M | Sell |
12,937
-590
| -4% | -$46.4K | 0.06% | 310 |
|
|
2024
Q2 | $1.04M | Buy |
13,527
+2
| +0% | +$153 | 0.08% | 222 |
|
|
2024
Q1 | $1.04M | Sell |
13,525
-406
| -3% | -$31.1K | 0.08% | 225 |
|
|
2023
Q4 | $1.07M | Sell |
13,931
-298
| -2% | -$23K | 0.08% | 262 |
|
|
2023
Q3 | $1.07M | Sell |
14,229
-481
| -3% | -$36.2K | 0.09% | 231 |
|
|
2023
Q2 | $1.11M | Buy |
14,710
+353
| +2% | +$26.7K | 0.09% | 220 |
|
|
2023
Q1 | $1.1M | Sell |
14,357
-288
| -2% | -$22K | 0.1% | 215 |
|
|
2022
Q4 | $1.1M | Sell |
14,645
-22,257
| -60% | -$1.68M | 0.11% | 200 |
|
|
2022
Q3 | $2.76M | Sell |
36,902
-4,340
| -11% | -$324K | 0.16% | 149 |
|
|
2022
Q2 | $3.17M | Buy |
41,242
+1,427
| +4% | +$110K | 0.18% | 131 |
|
|
2022
Q1 | $3.1M | Buy |
39,815
+21,473
| +117% | +$1.67M | 0.15% | 146 |
|
|
2021
Q4 | $1.48M | Buy |
+18,342
| New | +$1.48M | 0.15% | 144 |
|
|
2021
Q2 | $1.46M | Buy |
17,794
+1,623
| +10% | +$133K | 0.15% | 150 |
|
|
2021
Q1 | $1.33M | Buy |
16,171
+2,154
| +15% | +$177K | 0.18% | 131 |
|
|
2020
Q4 | $1.16M | Buy |
14,017
+2,403
| +21% | +$199K | 0.17% | 140 |
|
|
2020
Q3 | $965K | Sell |
11,614
-128
| -1% | -$10.6K | 0.16% | 150 |
|
|
2020
Q2 | $976K | Sell |
11,742
-577
| -5% | -$48K | 0.18% | 132 |
|
|
2020
Q1 | $1.01M | Sell |
12,319
-387
| -3% | -$31.8K | 0.23% | 104 |
|
|
2019
Q4 | $1.02M | Buy |
12,706
+51
| +0.4% | +$4.11K | 0.16% | 136 |
|
|
2019
Q3 | $1.02M | Buy |
12,655
+150
| +1% | +$12.1K | 0.21% | 116 |
|
|
2019
Q2 | $1.01M | Sell |
12,505
-1,866
| -13% | -$150K | 0.13% | 132 |
|
|
2019
Q1 | $1.15M | Buy |
14,371
+444
| +3% | +$35.4K | 0.26% | 97 |
|
|
2018
Q4 | $1.09M | Buy |
+13,927
| New | +$1.09M | 0.29% | 82 |
|