BWM
BerganKDV 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
Q2 | $28.1K | Sell |
372
-1,276
| -77% | -$96.4K | ﹤0.01% | 453 |
|
|
2023
Q1 | $126K | Buy |
1,648
+234
| +17% | +$17.9K | 0.01% | 285 |
|
|
2022
Q4 | $106K | Buy |
1,414
+200
| +16% | +$15.1K | 0.01% | 301 |
|
|
2022
Q3 | $91K | Sell |
1,214
-15,048
| -93% | -$1.13M | 0.01% | 300 |
|
|
2022
Q2 | $1.25M | Buy |
16,262
+1,093
| +7% | +$83.9K | 0.14% | 115 |
|
|
2022
Q1 | $1.18M | Buy |
15,169
+543
| +4% | +$42.3K | 0.13% | 120 |
|
|
2021
Q4 | $1.18M | Buy |
14,626
+920
| +7% | +$74.4K | 0.12% | 117 |
|
|
2021
Q3 | $1.12M | Buy |
13,706
+2,760
| +25% | +$226K | 0.13% | 120 |
|
|
2021
Q2 | $899K | Buy |
10,946
+1,977
| +22% | +$162K | 0.11% | 124 |
|
|
2021
Q1 | $737K | Buy |
+8,969
| New | +$737K | 0.09% | 135 |
|
|
2020
Q2 | – | Sell |
-191
| Closed | -$16K | – | 969 |
|
|
2020
Q1 | $16K | Hold |
191
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $15K | Hold |
191
| – | – | ﹤0.01% | 483 |
|
|
2019
Q3 | $15K | Hold |
191
| – | – | ﹤0.01% | 464 |
|
|
2019
Q2 | $15K | Hold |
191
| – | – | ﹤0.01% | 462 |
|
|
2019
Q1 | $15K | Hold |
191
| – | – | ﹤0.01% | 464 |
|
|
2018
Q4 | $15K | Buy |
+191
| New | +$15K | ﹤0.01% | 419 |
|
|
2017
Q4 | – | Sell |
-2,891
| Closed | -$231K | – | 202 |
|
|
2017
Q3 | $231K | Buy |
2,891
+49
| +2% | +$3.92K | 0.06% | 176 |
|
|
2017
Q2 | $227K | Hold |
2,842
| – | – | 0.06% | 156 |
|
|
2017
Q1 | $227K | Buy |
2,842
+177
| +7% | +$14.1K | 0.07% | 155 |
|
|
2016
Q4 | $212K | Buy |
+2,665
| New | +$212K | 0.07% | 155 |
|