WIA
World Investment Advisors’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 | $70.7M | Buy |
898,178
+52,394
| +6% | +$4.12M | 1.6% | 6 |
|
|
2025
Q1 | $66.2M | Buy |
845,784
+501,013
| +145% | +$39.2M | 1.72% | 5 |
|
|
2024
Q4 | $26.6M | Buy |
344,771
+158,072
| +85% | +$12.2M | 0.73% | 24 |
|
|
2024
Q3 | $14.7M | Buy |
186,699
+8,378
| +5% | +$659K | 0.46% | 46 |
|
|
2024
Q2 | $13.7M | Buy |
+178,321
| New | +$13.7M | 0.85% | 25 |
|
|
2024
Q1 | – | Sell |
-7,467
| Closed | -$575K | – | 404 |
|
|
2023
Q4 | $575K | Buy |
7,467
+2,481
| +50% | +$191K | 0.07% | 203 |
|
|
2023
Q3 | $375K | Sell |
4,986
-2,544
| -34% | -$191K | 0.07% | 170 |
|
|
2023
Q2 | $569K | Sell |
7,530
-548
| -7% | -$41.4K | 0.11% | 125 |
|
|
2023
Q1 | $618K | Sell |
8,078
-9
| -0.1% | -$688 | 0.13% | 117 |
|
|
2022
Q4 | $609K | Sell |
8,087
-1,869
| -19% | -$141K | 0.14% | 110 |
|
|
2022
Q3 | $745K | Buy |
9,956
+387
| +4% | +$29K | 0.18% | 97 |
|
|
2022
Q2 | $738K | Sell |
9,569
-3,346
| -26% | -$258K | 0.16% | 108 |
|
|
2022
Q1 | $1.01M | Sell |
12,915
-1
| -0% | -$78 | 0.21% | 89 |
|
|
2021
Q4 | $1.02M | Sell |
12,916
-9,745
| -43% | -$770K | 0.21% | 91 |
|
|
2021
Q3 | $1.86M | Buy |
22,661
+3,219
| +17% | +$264K | 0.42% | 41 |
|
|
2021
Q2 | $1.6M | Buy |
19,442
+2,590
| +15% | +$213K | 0.37% | 51 |
|
|
2021
Q1 | $1.39M | Sell |
16,852
-53
| -0.3% | -$4.36K | 0.33% | 53 |
|
|
2020
Q4 | $1.4M | Buy |
16,905
+2,351
| +16% | +$195K | 0.35% | 56 |
|
|
2020
Q3 | $1.21M | Buy |
14,554
+105
| +0.7% | +$8.72K | 0.41% | 46 |
|
|
2020
Q2 | $1.2M | Buy |
14,449
+3,168
| +28% | +$263K | 0.42% | 41 |
|
|
2020
Q1 | $927K | Buy |
11,281
+6,150
| +120% | +$505K | 0.43% | 39 |
|
|
2019
Q4 | $414K | Buy |
5,131
+1,470
| +40% | +$119K | 0.16% | 85 |
|
|
2019
Q3 | $296K | Sell |
3,661
-35
| -0.9% | -$2.83K | 0.13% | 101 |
|
|
2019
Q2 | $298K | Sell |
3,696
-52
| -1% | -$4.19K | 0.13% | 93 |
|
|
2019
Q1 | $298K | Sell |
3,748
-17
| -0.5% | -$1.35K | 0.14% | 84 |
|
|
2018
Q4 | $297K | Buy |
+3,765
| New | +$297K | 0.13% | 107 |
|