WSTAM
Wilbanks Smith & Thomas Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $278K | Sell |
3,620
-40
| -1% | -$3.07K | 0.01% | 455 |
|
|
2023
Q4 | $282K | Buy |
3,660
+16
| +0.4% | +$1.23K | 0.01% | 443 |
|
|
2023
Q3 | $274K | Buy |
3,644
+132
| +4% | +$9.92K | 0.01% | 423 |
|
|
2023
Q2 | $265K | Buy |
3,512
+13
| +0.4% | +$982 | 0.01% | 438 |
|
|
2023
Q1 | $268K | Sell |
3,499
-547
| -14% | -$41.8K | 0.01% | 430 |
|
|
2022
Q4 | $305K | Sell |
4,046
-761
| -16% | -$57.3K | 0.01% | 388 |
|
|
2022
Q3 | $360K | Sell |
4,807
-6,080
| -56% | -$455K | 0.02% | 333 |
|
|
2022
Q2 | $836K | Buy |
10,887
+2,589
| +31% | +$199K | 0.04% | 237 |
|
|
2022
Q1 | $638K | Sell |
8,298
-344
| -4% | -$26.4K | 0.03% | 270 |
|
|
2021
Q4 | $699K | Sell |
8,642
-3,176
| -27% | -$257K | 0.02% | 279 |
|
|
2021
Q3 | $968K | Buy |
11,818
+2,965
| +33% | +$243K | 0.04% | 227 |
|
|
2021
Q2 | $727K | Sell |
8,853
-642
| -7% | -$52.7K | 0.03% | 262 |
|
|
2021
Q1 | $780K | Sell |
9,495
-739
| -7% | -$60.7K | 0.03% | 232 |
|
|
2020
Q4 | $848K | Sell |
10,234
-163
| -2% | -$13.5K | 0.04% | 205 |
|
|
2020
Q3 | $863K | Buy |
10,397
+101
| +1% | +$8.38K | 0.05% | 185 |
|
|
2020
Q2 | $856K | Buy |
10,296
+957
| +10% | +$79.6K | 0.05% | 174 |
|
|
2020
Q1 | $767K | Buy |
9,339
+4,293
| +85% | +$353K | 0.06% | 180 |
|
|
2019
Q4 | $407K | Sell |
5,046
-587
| -10% | -$47.3K | 0.02% | 277 |
|
|
2019
Q3 | $455K | Sell |
5,633
-3,623
| -39% | -$293K | 0.03% | 244 |
|
|
2019
Q2 | $745K | Sell |
9,256
-733
| -7% | -$59K | 0.05% | 186 |
|
|
2019
Q1 | $795K | Buy |
9,989
+468
| +5% | +$37.2K | 0.05% | 186 |
|
|
2018
Q4 | $748K | Sell |
9,521
-3,485
| -27% | -$274K | 0.05% | 169 |
|
|
2018
Q3 | $1.02M | Buy |
+13,006
| New | +$1.02M | 0.06% | 166 |
|