MWR
McAdams Wright Ragen’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $308K | Buy |
3,856
+1,201
| +45% | +$95.9K | 0.02% | 333 |
|
|
2014
Q2 | $213K | Hold |
2,655
| – | – | 0.01% | 360 |
|
|
2014
Q1 | $212K | Sell |
2,655
-362
| -12% | -$28.9K | 0.01% | 340 |
|
|
2013
Q4 | $241K | Hold |
3,017
| – | – | 0.02% | 317 |
|
|
2013
Q3 | $242K | Sell |
3,017
-226
| -7% | -$18.1K | 0.02% | 292 |
|
|
2013
Q2 | $260K | Buy |
+3,243
| New | +$260K | 0.02% | 291 |
|