MC
McMorgan & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-178,462
| Closed | -$14.4M | – | 54 |
|
|
2021
Q4 | $14.4M | Buy |
178,462
+97,366
| +120% | +$7.87M | 2.54% | 11 |
|
|
2021
Q3 | $6.65M | Sell |
81,096
-181,455
| -69% | -$14.9M | 1.33% | 14 |
|
|
2021
Q2 | $21.6M | Buy |
+262,551
| New | +$21.6M | 4.71% | 9 |
|