DWM
Doyle Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $20.1M | Sell |
268,595
-18,227
| -6% | -$1.36M | 1.73% | 15 |
|
|
2022
Q2 | $22M | Sell |
286,822
-243,592
| -46% | -$18.7M | 1.78% | 12 |
|
|
2022
Q1 | $41.3M | Buy |
530,414
+27,705
| +6% | +$2.16M | 2.98% | 4 |
|
|
2021
Q4 | $40.6M | Buy |
502,709
+22,558
| +5% | +$1.82M | 2.92% | 4 |
|
|
2021
Q3 | $39.3M | Buy |
480,151
+64,557
| +16% | +$5.29M | 3.13% | 4 |
|
|
2021
Q2 | $34.1M | Buy |
415,594
+214,086
| +106% | +$17.6M | 2.83% | 5 |
|
|
2021
Q1 | $16.6M | Buy |
201,508
+20,094
| +11% | +$1.65M | 1.59% | 20 |
|
|
2020
Q4 | $15M | Buy |
181,414
+6,610
| +4% | +$548K | 1.53% | 24 |
|
|
2020
Q3 | $14.5M | Buy |
174,804
+13,000
| +8% | +$1.08M | 1.69% | 22 |
|
|
2020
Q2 | $13.4M | Sell |
161,804
-2,859
| -2% | -$238K | 1.77% | 20 |
|
|
2020
Q1 | $13.5M | Sell |
164,663
-73,007
| -31% | -$6M | 2.15% | 15 |
|
|
2019
Q4 | $19.2M | Sell |
237,670
-2,015
| -0.8% | -$162K | 2.4% | 12 |
|
|
2019
Q3 | $19.4M | Buy |
239,685
+6,339
| +3% | +$512K | 2.67% | 6 |
|
|
2019
Q2 | $18.8M | Buy |
233,346
+4,260
| +2% | +$343K | 2.6% | 7 |
|
|
2019
Q1 | $18.2M | Sell |
229,086
-13,651
| -6% | -$1.08M | 2.65% | 10 |
|
|
2018
Q4 | $19.1M | Sell |
242,737
-14,942
| -6% | -$1.17M | 3.22% | 7 |
|
|
2018
Q3 | $20.1M | Sell |
257,679
-2,935
| -1% | -$229K | 3.12% | 5 |
|
|
2018
Q2 | $20.4M | Sell |
260,614
-20,366
| -7% | -$1.59M | 3.36% | 2 |
|
|
2018
Q1 | $22M | Sell |
280,980
-1,442
| -0.5% | -$113K | 3.71% | 2 |
|
|
2017
Q4 | $22.3M | Sell |
282,422
-10,700
| -4% | -$846K | 3.77% | 2 |
|
|
2017
Q3 | $23.4M | Buy |
293,122
+5,639
| +2% | +$450K | 4.1% | 2 |
|
|
2017
Q2 | $23M | Buy |
287,483
+7,713
| +3% | +$616K | 4.25% | 2 |
|
|
2017
Q1 | $22.3M | Buy |
+279,770
| New | +$22.3M | 4.55% | 2 |
|