BWA
Blodgett 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
Q3 | – | Sell |
-10,000
| Closed | -$756K | – | 59 |
|
|
2023
Q2 | $756K | Hold |
10,000
| – | – | 0.78% | 26 |
|
|
2023
Q1 | $765K | Hold |
10,000
| – | – | 0.88% | 27 |
|
|
2022
Q4 | $753K | Hold |
10,000
| – | – | 0.92% | 27 |
|
|
2022
Q3 | $748K | Hold |
10,000
| – | – | 0.9% | 28 |
|
|
2022
Q2 | $768K | Sell |
10,000
-1,765
| -15% | -$136K | 0.84% | 30 |
|
|
2022
Q1 | $916K | Hold |
11,765
| – | – | 0.76% | 34 |
|
|
2021
Q4 | $951K | Buy |
+11,765
| New | +$951K | 0.74% | 33 |
|