Windward Private Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$62.3M Buy
2025
Q1
$60.5M Buy
2024
Q4
$59.2M Buy
2024
Q3
$57M Buy
2024
Q2
$54.4M Buy
2024
Q1
$52.1M Buy
2023
Q4
$49.4M Buy
2023
Q3
$38.9M Buy
2023
Q2
$38.6M Sell
2023
Q1
$40.7M Sell
2022
Q4
$40.4M Buy
2022
Q3
$37.4M Sell
2022
Q2
$41.4M Buy
2022
Q1
$38M Sell
2021
Q4
$42.7M Buy
2021
Q3
$41.3M Buy
2021
Q2
$38.7M Buy
2021
Q1
$30.9M Sell
2020
Q4
$31.6M Buy