LL
LPWM LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,833
| Closed | -$217K | – | 68 |
|
|
2023
Q1 | $217K | Sell |
2,833
-777
| -22% | -$59.4K | 0.1% | 64 |
|
|
2022
Q4 | $274K | Sell |
3,610
-156
| -4% | -$11.8K | 0.15% | 52 |
|
|
2022
Q3 | $282K | Sell |
3,766
-1,103
| -23% | -$82.6K | 0.17% | 50 |
|
|
2022
Q2 | $373K | Sell |
4,869
-470
| -9% | -$36K | 0.21% | 41 |
|
|
2022
Q1 | $414K | Sell |
5,339
-404
| -7% | -$31.3K | 0.21% | 42 |
|
|
2021
Q4 | $464K | Buy |
5,743
+1,140
| +25% | +$92.1K | 0.25% | 37 |
|
|
2021
Q3 | $377K | Sell |
4,603
-15
| -0.3% | -$1.23K | 0.22% | 42 |
|
|
2021
Q2 | $380K | Buy |
4,618
+228
| +5% | +$18.8K | 0.23% | 42 |
|
|
2021
Q1 | $361K | Hold |
4,390
| – | – | 0.24% | 41 |
|
|
2020
Q4 | $364K | Sell |
4,390
-281
| -6% | -$23.3K | 0.27% | 41 |
|
|
2020
Q3 | $387K | Buy |
4,671
+457
| +11% | +$37.9K | 0.31% | 38 |
|
|
2020
Q2 | $350K | Buy |
4,214
+103
| +3% | +$8.56K | 0.32% | 34 |
|
|
2020
Q1 | $338K | Sell |
4,111
-1,607
| -28% | -$132K | 0.37% | 28 |
|
|
2019
Q4 | $461K | Buy |
+5,718
| New | +$461K | 0.43% | 26 |
|