LGWM
Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
5,055
| – | – | 0.03% | 105 |
|
|
2025
Q1 | $396K | Hold |
5,055
| – | – | 0.03% | 102 |
|
|
2024
Q4 | $391K | Hold |
5,055
| – | – | 0.03% | 99 |
|
|
2024
Q3 | $398K | Hold |
5,055
| – | – | 0.03% | 101 |
|
|
2024
Q2 | $388K | Sell |
5,055
-8
| -0.2% | -$614 | 0.03% | 100 |
|
|
2024
Q1 | $388K | Buy |
5,063
+8
| +0.2% | +$613 | 0.04% | 100 |
|
|
2023
Q4 | $389K | Hold |
5,055
| – | – | 0.04% | 95 |
|
|
2023
Q3 | $380K | Buy |
+5,055
| New | +$380K | 0.04% | 93 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$3K | – | 224 |
|
|
2019
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 195 |
|
|
2018
Q2 | – | Sell |
-1,382
| Closed | -$108K | – | 105 |
|
|
2018
Q1 | $108K | Buy |
+1,382
| New | +$108K | 0.04% | 47 |
|