CWA
Clearview 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 | – | Sell |
-3,005
| Closed | -$231K | – | 107 |
|
|
2023
Q4 | $231K | Buy |
3,005
+33
| +1% | +$2.54K | 0.27% | 104 |
|
|
2023
Q3 | $223K | Sell |
2,972
-260
| -8% | -$19.5K | 0.28% | 108 |
|
|
2023
Q2 | $244K | Sell |
3,232
-129
| -4% | -$9.75K | 0.25% | 102 |
|
|
2023
Q1 | $257K | Sell |
3,361
-16,757
| -83% | -$1.28M | 0.26% | 108 |
|
|
2022
Q4 | $1.51M | Buy |
+20,118
| New | +$1.51M | 1.17% | 17 |
|