BPWA
Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.33M | Buy |
41,246
+6,135
| +17% | +$495K | 0.61% | 38 |
|
|
2019
Q3 | $2.84M | Buy |
35,111
+7,968
| +29% | +$644K | 0.6% | 36 |
|
|
2019
Q2 | $2.18M | Buy |
27,143
+394
| +1% | +$31.7K | 0.46% | 45 |
|
|
2019
Q1 | $2.13M | Sell |
26,749
-173
| -0.6% | -$13.8K | 0.49% | 45 |
|
|
2018
Q4 | $2.11M | Buy |
+26,922
| New | +$2.11M | 0.76% | 32 |
|