MWPCG
Measured Wealth Private Client Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,913
| Closed | -$315K | – | 147 |
|
|
2019
Q2 | $315K | Sell |
3,913
-2,369
| -38% | -$191K | 0.18% | 123 |
|
|
2019
Q1 | $500K | Buy |
6,282
+1,070
| +21% | +$85.2K | 0.31% | 66 |
|
|
2018
Q4 | $410K | Buy |
5,212
+2,062
| +65% | +$162K | 0.37% | 43 |
|
|
2018
Q3 | $246K | Buy |
+3,150
| New | +$246K | 0.15% | 127 |
|