LWMG LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.79M | Buy |
124,402
+12,491
| +11% | +$983K | 1.86% | 13 |
|
|
2024
Q2 | $8.58M | Buy |
111,911
+5,211
| +5% | +$400K | 1.81% | 14 |
|
|
2024
Q1 | $8.18M | Sell |
106,700
-326
| -0.3% | -$25K | 1.89% | 14 |
|
|
2023
Q4 | $8.24M | Buy |
107,026
+9,047
| +9% | +$697K | 2.02% | 14 |
|
|
2023
Q3 | $7.37M | Buy |
97,979
+797
| +0.8% | +$59.9K | 2.02% | 15 |
|
|
2023
Q2 | $7.34M | Buy |
97,182
+6,095
| +7% | +$461K | 2.06% | 14 |
|
|
2023
Q1 | $6.97M | Buy |
91,087
+23,386
| +35% | +$1.79M | 2.18% | 14 |
|
|
2022
Q4 | $5.1M | Buy |
+67,701
| New | +$5.1M | 1.83% | 14 |
|