LWP
Legacy Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $787K | Sell |
9,576
-309
| -3% | -$25.4K | 0.44% | 56 |
|
|
2021
Q1 | $812K | Buy |
9,885
+4,726
| +92% | +$388K | 0.48% | 52 |
|
|
2020
Q4 | $428K | Sell |
5,159
-3,246
| -39% | -$269K | 0.27% | 66 |
|
|
2020
Q3 | $698K | Buy |
8,405
+304
| +4% | +$25.2K | 0.49% | 47 |
|
|
2020
Q2 | $673K | Sell |
8,101
-263
| -3% | -$21.8K | 0.51% | 39 |
|
|
2020
Q1 | $687K | Sell |
8,364
-654
| -7% | -$53.7K | 0.64% | 29 |
|
|
2019
Q4 | $730K | Buy |
+9,018
| New | +$730K | 0.53% | 39 |
|