HWM
Howard 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
Q2 | – | Sell |
-3,828
| Closed | -$298K | – | 69 |
|
|
2022
Q1 | $298K | Sell |
3,828
-140
| -4% | -$10.9K | 0.16% | 103 |
|
|
2021
Q4 | $320K | Buy |
3,968
+352
| +10% | +$28.4K | 0.17% | 101 |
|
|
2021
Q3 | $296K | Sell |
3,616
-155
| -4% | -$12.7K | 0.17% | 99 |
|
|
2021
Q2 | $309K | Buy |
3,771
+125
| +3% | +$10.2K | 0.17% | 101 |
|
|
2021
Q1 | $299K | Buy |
3,646
+80
| +2% | +$6.56K | 0.17% | 98 |
|
|
2020
Q4 | $295K | Buy |
3,566
+595
| +20% | +$49.2K | 0.18% | 101 |
|
|
2020
Q3 | $246K | Buy |
+2,971
| New | +$246K | 0.18% | 106 |
|
|
2020
Q1 | – | Sell |
-1,681
| Closed | -$135K | – | 148 |
|
|
2019
Q4 | $135K | Buy |
+1,681
| New | +$135K | 0.11% | 121 |
|