WF
WoodTrust Financial’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 | – | Sell |
-8,155
| Closed | -$638K | – | 151 |
|
|
2025
Q1 | $638K | Buy |
8,155
+1,929
| +31% | +$151K | 0.09% | 103 |
|
|
2024
Q4 | $481K | Buy |
6,226
+2,871
| +86% | +$222K | 0.07% | 119 |
|
|
2024
Q3 | $264K | Buy |
+3,355
| New | +$264K | 0.04% | 157 |
|
|
2021
Q4 | – | Sell |
-24,102
| Closed | -$1.98M | – | 143 |
|
|
2021
Q3 | $1.98M | Buy |
+24,102
| New | +$1.98M | 0.46% | 45 |
|