DWMG
DB Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $42.1K | Hold |
546
| – | – | 0.02% | 179 |
|
|
2023
Q3 | $41K | Hold |
546
| – | – | 0.03% | 173 |
|
|
2023
Q2 | $41.3K | Hold |
546
| – | – | 0.03% | 170 |
|
|
2023
Q1 | $41.8K | Hold |
546
| – | – | 0.03% | 162 |
|
|
2022
Q4 | $41.1K | Hold |
546
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $41K | Sell |
546
-58
| -10% | -$4.36K | 0.03% | 163 |
|
|
2022
Q2 | $46K | Hold |
604
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $47K | Hold |
604
| – | – | 0.03% | 171 |
|
|
2021
Q4 | $49K | Hold |
604
| – | – | 0.03% | 165 |
|
|
2021
Q3 | $49K | Hold |
604
| – | – | 0.03% | 159 |
|
|
2021
Q2 | $50K | Buy |
604
+58
| +11% | +$4.8K | 0.03% | 159 |
|
|
2021
Q1 | $45K | Hold |
546
| – | – | 0.03% | 164 |
|
|
2020
Q4 | $45K | Buy |
+546
| New | +$45K | 0.03% | 154 |
|