EWM
EPG 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
Q4 | – | Sell |
-8,768
| Closed | -$656K | – | 383 |
|
|
2022
Q3 | $656K | Buy |
8,768
+1
| +0% | +$75 | 0.27% | 85 |
|
|
2022
Q2 | $673K | Hold |
8,767
| – | – | 0.29% | 82 |
|
|
2022
Q1 | $683K | Hold |
8,767
| – | – | 0.24% | 85 |
|
|
2021
Q4 | $709K | Buy |
8,767
+1
| +0% | +$81 | 0.25% | 80 |
|
|
2021
Q3 | $718K | Buy |
8,766
+1
| +0% | +$82 | 0.29% | 75 |
|
|
2021
Q2 | $720K | Hold |
8,765
| – | – | 0.31% | 81 |
|
|
2021
Q1 | $720K | Buy |
+8,765
| New | +$720K | 0.35% | 68 |
|
|
2020
Q3 | – | Sell |
-9,285
| Closed | -$772K | – | 125 |
|
|
2020
Q2 | $772K | Hold |
9,285
| – | – | 0.55% | 47 |
|
|
2020
Q1 | $763K | Buy |
9,285
+9,153
| +6,934% | +$752K | 0.56% | 44 |
|
|
2019
Q4 | $11K | Buy |
+132
| New | +$11K | 0.01% | 417 |
|