CWP
Core Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,641
| Closed | -$202K | – | 149 |
|
|
2024
Q1 | $202K | Hold |
2,641
| – | – | 0.15% | 135 |
|
|
2023
Q4 | $203K | Buy |
+2,641
| New | +$203K | 0.17% | 115 |
|
|
2023
Q2 | – | Sell |
-2,641
| Closed | -$202K | – | 110 |
|
|
2023
Q1 | $202K | Buy |
2,641
+215
| +9% | +$16.4K | 0.2% | 95 |
|
|
2022
Q4 | $231K | Buy |
+2,426
| New | +$231K | 0.26% | 85 |
|