Integer Wealth Advisors Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $581K | Hold |
7,064
| – | – | 0.32% | 45 |
|
|
2020
Q4 | $585K | Buy |
7,064
+2,782
| +65% | +$230K | 0.39% | 44 |
|
|
2020
Q3 | $356K | Buy |
4,282
+1,516
| +55% | +$126K | 0.33% | 45 |
|
|
2020
Q2 | $230K | Buy |
2,766
+1
| +0% | +$83 | 0.24% | 58 |
|
|
2020
Q1 | $228K | Buy |
2,765
+1
| +0% | +$82 | 0.26% | 56 |
|
|
2019
Q4 | $224K | Buy |
+2,764
| New | +$224K | 0.22% | 60 |
|