LWM
Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,870
| Closed | -$1.35M | – | 277 |
|
|
2023
Q2 | $1.35M | Sell |
17,870
-1,076
| -6% | -$81.3K | 0.26% | 95 |
|
|
2023
Q1 | $1.45M | Sell |
18,946
-1,293
| -6% | -$98.9K | 0.3% | 93 |
|
|
2022
Q4 | $1.52M | Sell |
20,239
-9,930
| -33% | -$748K | 0.33% | 89 |
|
|
2022
Q3 | $2.26M | Sell |
30,169
-4,271
| -12% | -$320K | 0.53% | 51 |
|
|
2022
Q2 | $2.65M | Sell |
34,440
-10,345
| -23% | -$794K | 0.54% | 52 |
|
|
2022
Q1 | $3.49M | Sell |
44,785
-10,473
| -19% | -$816K | 0.58% | 39 |
|
|
2021
Q4 | $4.47M | Buy |
+55,258
| New | +$4.47M | 0.71% | 29 |
|
|
2021
Q1 | – | Sell |
-46,736
| Closed | -$3.87M | – | 236 |
|
|
2020
Q4 | $3.87M | Buy |
46,736
+24,160
| +107% | +$2M | 0.82% | 21 |
|
|
2020
Q3 | $1.88M | Buy |
22,576
+5,770
| +34% | +$479K | 0.83% | 31 |
|
|
2020
Q2 | $1.4M | Buy |
16,806
+555
| +3% | +$46.1K | 0.73% | 47 |
|
|
2020
Q1 | $1.34M | Sell |
16,251
-7,332
| -31% | -$603K | 0.88% | 38 |
|
|
2019
Q4 | $1.9M | Buy |
+23,583
| New | +$1.9M | 1.2% | 15 |
|