Amplius Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,805
| Closed | -$211K | – | 166 |
|
|
2022
Q4 | $211K | Hold |
2,805
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $210K | Hold |
2,805
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $215K | Hold |
2,805
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $218K | Buy |
+2,805
| New | +$218K | 0.03% | 163 |
|