MLRA
Main Line Retirement 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 |
-4,150
| Closed | -$327K | – | 42 |
|
|
2024
Q3 | $327K | Buy |
4,150
+10
| +0.2% | +$787 | 0.22% | 25 |
|
|
2024
Q2 | $318K | Buy |
4,140
+26
| +0.6% | +$1.99K | 0.24% | 26 |
|
|
2024
Q1 | $315K | Sell |
4,114
-4,036
| -50% | -$309K | 0.25% | 26 |
|
|
2023
Q4 | $628K | Buy |
+8,150
| New | +$628K | 0.55% | 21 |
|
|
2023
Q2 | $9.69M | Buy |
+128,264
| New | +$9.69M | 9.12% | 4 |
|