WWM
Wiser Wealth Management’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 | $15.9M | Buy |
201,675
+3,361
| +2% | +$265K | 3.97% | 9 |
|
|
2025
Q1 | $15.5M | Buy |
198,314
+8,305
| +4% | +$650K | 4.36% | 9 |
|
|
2024
Q4 | $14.7M | Buy |
190,009
+7,720
| +4% | +$597K | 4.12% | 9 |
|
|
2024
Q3 | $14.3M | Sell |
182,289
-360
| -0.2% | -$28.3K | 4.11% | 9 |
|
|
2024
Q2 | $14M | Sell |
182,649
-4,611
| -2% | -$354K | 4.34% | 8 |
|
|
2024
Q1 | $14.4M | Sell |
187,260
-245,539
| -57% | -$18.8M | 4.71% | 9 |
|
|
2023
Q4 | $33.2M | Buy |
432,799
+17,753
| +4% | +$1.36M | 12.11% | 2 |
|
|
2023
Q3 | $31.2M | Buy |
415,046
+10,926
| +3% | +$821K | 12.68% | 2 |
|
|
2023
Q2 | $30.5M | Buy |
404,120
+5,007
| +1% | +$378K | 12.26% | 2 |
|
|
2023
Q1 | $30.5M | Buy |
399,113
+39,187
| +11% | +$3M | 13.04% | 2 |
|
|
2022
Q4 | $27.1M | Sell |
359,926
-1,231
| -0.3% | -$92.7K | 12.52% | 2 |
|
|
2022
Q3 | $27M | Buy |
361,157
+26,234
| +8% | +$1.96M | 14.12% | 2 |
|
|
2022
Q2 | $25.7M | Sell |
334,923
-18,855
| -5% | -$1.45M | 13.33% | 2 |
|
|
2022
Q1 | $27.6M | Buy |
353,778
+23,444
| +7% | +$1.83M | 12.71% | 2 |
|
|
2021
Q4 | $26.7M | Buy |
330,334
+48,774
| +17% | +$3.94M | 13.04% | 2 |
|
|
2021
Q3 | $23.1M | Buy |
281,560
+38,788
| +16% | +$3.18M | 12.3% | 2 |
|
|
2021
Q2 | $19.9M | Buy |
242,772
+25,657
| +12% | +$2.11M | 12.14% | 2 |
|
|
2021
Q1 | $17.8M | Buy |
217,115
+63,984
| +42% | +$5.26M | 12.26% | 2 |
|
|
2020
Q4 | $12.7M | Buy |
+153,131
| New | +$12.7M | 9.52% | 3 |
|