KWMG
King 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,445
| Closed | -$435K | – | 114 |
|
|
2014
Q3 | $435K | Buy |
5,445
+1,324
| +32% | +$106K | 0.27% | 64 |
|
|
2014
Q2 | $330K | Buy |
4,121
+220
| +6% | +$17.6K | 0.2% | 72 |
|
|
2014
Q1 | $312K | Buy |
3,901
+476
| +14% | +$38.1K | 0.22% | 64 |
|
|
2013
Q4 | $274K | Buy |
+3,425
| New | +$274K | 0.16% | 101 |
|