LWA
LWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,839
| Closed | -$1.22M | – | 59 |
|
|
2022
Q2 | $1.22M | Buy |
15,839
+8,527
| +117% | +$655K | 0.57% | 32 |
|
|
2022
Q1 | $570K | Buy |
+7,312
| New | +$570K | 0.24% | 38 |
|
|
2021
Q2 | – | Sell |
-91,295
| Closed | -$7.5M | – | 58 |
|
|
2021
Q1 | $7.5M | Sell |
91,295
-85,296
| -48% | -$7.01M | 3.4% | 13 |
|
|
2020
Q4 | $14.6M | Sell |
176,591
-53,600
| -23% | -$4.44M | 6.58% | 3 |
|
|
2020
Q3 | $19.1M | Buy |
230,191
+7,364
| +3% | +$612K | 9.39% | 3 |
|
|
2020
Q2 | $18.5M | Buy |
+222,827
| New | +$18.5M | 9.7% | 2 |
|