KOMWMG
Kerntke Otto McGlone Wealth Management Group’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 |
-7,253
| Closed | -$565K | – | 54 |
|
|
2022
Q1 | $565K | Sell |
7,253
-30,726
| -81% | -$2.39M | 1.29% | 16 |
|
|
2021
Q4 | $3.07M | Sell |
37,979
-21,712
| -36% | -$1.76M | 3.74% | 9 |
|
|
2021
Q3 | $4.89M | Buy |
59,691
+4,735
| +9% | +$388K | 14.57% | 2 |
|
|
2021
Q2 | $4.52M | Buy |
54,956
+6,428
| +13% | +$528K | 1.8% | 17 |
|
|
2021
Q1 | $3.99M | Buy |
48,528
+3,084
| +7% | +$254K | 2.09% | 15 |
|
|
2020
Q4 | $3.77M | Buy |
45,444
+11,671
| +35% | +$967K | 2.23% | 14 |
|
|
2020
Q3 | $2.81M | Buy |
33,773
+13,607
| +67% | +$1.13M | 2.06% | 14 |
|
|
2020
Q2 | $1.68M | Buy |
+20,166
| New | +$1.68M | 1.53% | 19 |
|