LWM
Lionsbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,048
| Closed | -$2.1M | – | 41 |
|
|
2022
Q3 | $2.1M | Sell |
28,048
-24
| -0.1% | -$1.8K | 3% | 8 |
|
|
2022
Q2 | $2.16M | Sell |
28,072
-1,316
| -4% | -$101K | 2.49% | 9 |
|
|
2022
Q1 | $2.29M | Sell |
29,388
-1,228
| -4% | -$95.6K | 2.65% | 10 |
|
|
2021
Q4 | $2.47M | Sell |
30,616
-155
| -0.5% | -$12.5K | 2.66% | 8 |
|
|
2021
Q3 | $2.52M | Sell |
30,771
-90
| -0.3% | -$7.37K | 2.72% | 8 |
|
|
2021
Q2 | $2.54M | Buy |
30,861
+3,545
| +13% | +$291K | 2.71% | 10 |
|
|
2021
Q1 | $2.25M | Buy |
27,316
+996
| +4% | +$81.9K | 2.19% | 12 |
|
|
2020
Q4 | $2.18M | Sell |
26,320
-1,229
| -4% | -$102K | 2.36% | 12 |
|
|
2020
Q3 | $2.29M | Buy |
27,549
+7,025
| +34% | +$583K | 2.75% | 9 |
|
|
2020
Q2 | $1.71M | Buy |
20,524
+505
| +3% | +$42K | 1.92% | 14 |
|
|
2020
Q1 | $1.65M | Sell |
20,019
-594
| -3% | -$48.8K | 1.97% | 9 |
|
|
2019
Q4 | $1.66M | Buy |
+20,613
| New | +$1.66M | 1.55% | 19 |
|