BSWA
Bromfield Sneider 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $589K | Hold |
7,686
| – | – | 0.36% | 28 |
|
|
2023
Q4 | $592K | Sell |
7,686
-73
| -0.9% | -$5.62K | 0.4% | 24 |
|
|
2023
Q3 | $583K | Buy |
7,759
+260
| +3% | +$19.5K | 0.44% | 24 |
|
|
2023
Q2 | $567K | Hold |
7,499
| – | – | 0.45% | 21 |
|
|
2023
Q1 | $574K | Buy |
7,499
+1,050
| +16% | +$80.3K | 0.48% | 19 |
|
|
2022
Q4 | $485K | Sell |
6,449
-95
| -1% | -$7.15K | 0.45% | 19 |
|
|
2022
Q3 | $490K | Buy |
6,544
+195
| +3% | +$14.6K | 0.58% | 17 |
|
|
2022
Q2 | $488K | Buy |
6,349
+1,512
| +31% | +$116K | 0.59% | 16 |
|
|
2022
Q1 | $377K | Buy |
4,837
+334
| +7% | +$26K | 0.4% | 16 |
|
|
2021
Q4 | $364K | Buy |
+4,503
| New | +$364K | 0.37% | 16 |
|