BWM
Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.13M | Buy |
14,653
+1,266
| +9% | +$97.5K | 0.08% | 83 |
|
|
2023
Q3 | $1.01M | Buy |
13,387
+1,207
| +10% | +$90.7K | 0.08% | 88 |
|
|
2023
Q2 | $920K | Buy |
12,180
+1,449
| +14% | +$110K | 0.08% | 91 |
|
|
2023
Q1 | $821K | Buy |
10,731
+9,178
| +591% | +$702K | 0.07% | 98 |
|
|
2022
Q4 | $117K | Buy |
1,553
+360
| +30% | +$27.1K | 0.01% | 239 |
|
|
2022
Q3 | $89K | Buy |
+1,193
| New | +$89K | 0.01% | 247 |
|