WOSD
WFA of San Diego’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 | $15K | Buy |
+190
| New | +$15K | 0.01% | 290 |
|
|
2024
Q3 | $15K | Hold |
190
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $14.6K | Buy |
+190
| New | +$14.6K | 0.01% | 261 |
|
|
2023
Q3 | $74.4K | Sell |
990
-1,005
| -50% | -$75.5K | 0.08% | 138 |
|
|
2023
Q2 | $151K | Buy |
+1,995
| New | +$151K | 0.15% | 91 |
|
|
2023
Q1 | – | Sell |
-2,032
| Closed | -$153K | – | 108 |
|
|
2022
Q4 | $153K | Buy |
+2,032
| New | +$153K | 0.12% | 103 |
|
|
2022
Q3 | – | Sell |
-2,495
| Closed | -$192K | – | 120 |
|
|
2022
Q2 | $192K | Buy |
+2,495
| New | +$192K | 0.16% | 85 |
|
|
2022
Q1 | – | Sell |
-2,495
| Closed | -$202K | – | 96 |
|
|
2021
Q4 | $202K | Hold |
2,495
| – | – | 0.12% | 114 |
|
|
2021
Q3 | $204K | Buy |
+2,495
| New | +$204K | 0.14% | 100 |
|