WL
WIT LLC’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 | $66.5M | Hold |
844,643
| – | – | 1.65% | 8 |
|
|
2025
Q1 | $66.1M | Sell |
844,643
-32,090
| -4% | -$2.51M | 1.88% | 7 |
|
|
2024
Q4 | $67.7M | Buy |
876,733
+875,856
| +99,870% | +$67.7M | 2.17% | 5 |
|
|
2024
Q3 | $69M | Sell |
877
-45
| -5% | -$3.54M | 1.99% | 6 |
|
|
2024
Q2 | $70.7M | Sell |
922
-195
| -17% | -$15M | 2.13% | 7 |
|
|
2024
Q1 | $85.7K | Sell |
1,117
-379
| -25% | -$29.1K | 2.61% | 7 |
|
|
2023
Q4 | $115M | Hold |
1,496
| – | – | 4.44% | 5 |
|
|
2023
Q3 | $112M | Sell |
1,496
-283
| -16% | -$21.3M | 3.26% | 7 |
|
|
2023
Q2 | $134M | Sell |
1,779
-145
| -8% | -$11M | 3.45% | 7 |
|
|
2023
Q1 | $147M | Buy |
1,924
+875
| +83% | +$66.9M | 3.74% | 6 |
|
|
2022
Q4 | $79M | Sell |
1,049
-9
| -0.9% | -$678K | 2.17% | 8 |
|
|
2022
Q3 | $79.2K | Sell |
1,058
-200
| -16% | -$15K | 2.26% | 8 |
|
|
2022
Q2 | $96.6K | Sell |
1,258
-792
| -39% | -$60.8K | 2.39% | 9 |
|
|
2022
Q1 | $160K | Sell |
2,050
-2,047,460
| -100% | -$159M | 3.14% | 8 |
|
|
2021
Q4 | $166M | Sell |
2,049,510
-2,773,714
| -58% | -$224M | 3.71% | 7 |
|
|
2021
Q3 | $395M | Buy |
4,823,224
+372,174
| +8% | +$30.5M | 7.88% | 4 |
|
|
2021
Q2 | $366M | Hold |
4,451,050
| – | – | 7.34% | 4 |
|
|
2021
Q1 | $366M | Sell |
4,451,050
-1,427,090
| -24% | -$117M | 8.12% | 4 |
|
|
2020
Q4 | $487M | Buy |
+5,878,140
| New | +$487M | 12.86% | 3 |
|