LRWA
Long Run Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,750
| Closed | -$610K | – | 102 |
|
|
2024
Q3 | $610K | Hold |
7,750
| – | – | 0.14% | 70 |
|
|
2024
Q2 | $594K | Hold |
7,750
| – | – | 0.15% | 71 |
|
|
2024
Q1 | $594K | Sell |
7,750
-3,050
| -28% | -$234K | 0.16% | 71 |
|
|
2023
Q4 | $832K | Hold |
10,800
| – | – | 0.24% | 67 |
|
|
2023
Q3 | $812K | Hold |
10,800
| – | – | 0.26% | 63 |
|
|
2023
Q2 | $816K | Sell |
10,800
-4,600
| -30% | -$348K | 0.26% | 67 |
|
|
2023
Q1 | $1.18M | Hold |
15,400
| – | – | 0.4% | 56 |
|
|
2022
Q4 | $1.16M | Sell |
15,400
-200
| -1% | -$15.1K | 0.42% | 58 |
|
|
2022
Q3 | $1.17M | Hold |
15,600
| – | – | 0.46% | 50 |
|
|
2022
Q2 | $1.2M | Hold |
15,600
| – | – | 0.46% | 48 |
|
|
2022
Q1 | $1.22M | Hold |
15,600
| – | – | 0.43% | 50 |
|
|
2021
Q4 | $1.26M | Buy |
+15,600
| New | +$1.26M | 0.44% | 51 |
|