DWP
Destiny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-818
| Closed | -$61.6K | – | 239 |
|
|
2022
Q4 | $61.6K | Sell |
818
-108,387
| -99% | -$8.16M | 0.01% | 269 |
|
|
2022
Q3 | $8.17M | Buy |
109,205
+6,933
| +7% | +$519K | 1.84% | 16 |
|
|
2022
Q2 | $7.85M | Sell |
102,272
-963
| -0.9% | -$73.9K | 1.73% | 19 |
|
|
2022
Q1 | $8.04M | Buy |
103,235
+976
| +1% | +$76K | 1.57% | 23 |
|
|
2021
Q4 | $8.27M | Sell |
102,259
-4,173
| -4% | -$337K | 1.59% | 20 |
|
|
2021
Q3 | $8.72M | Sell |
106,432
-19,942
| -16% | -$1.63M | 1.75% | 15 |
|
|
2021
Q2 | $10.4M | Sell |
126,374
-5,269
| -4% | -$433K | 1.99% | 8 |
|
|
2021
Q1 | $10.8M | Sell |
131,643
-1,788
| -1% | -$147K | 2.26% | 7 |
|
|
2020
Q4 | $11.1M | Buy |
+133,431
| New | +$11.1M | 2.31% | 8 |
|