MWM
Minot Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $349K | Sell |
4,551
-900
| -17% | -$69K | 0.09% | 134 |
|
|
2022
Q1 | $425K | Sell |
5,451
-616
| -10% | -$48K | 0.09% | 135 |
|
|
2021
Q4 | $490K | Hold |
6,067
| – | – | 0.09% | 131 |
|
|
2021
Q3 | $497K | Sell |
6,067
-617
| -9% | -$50.5K | 0.11% | 127 |
|
|
2021
Q2 | $549K | Sell |
6,684
-2,855
| -30% | -$235K | 0.12% | 120 |
|
|
2021
Q1 | $784K | Sell |
9,539
-13,544
| -59% | -$1.11M | 0.2% | 101 |
|
|
2020
Q4 | $1.91M | Sell |
23,083
-5,685
| -20% | -$471K | 0.57% | 55 |
|
|
2020
Q3 | $2.39M | Buy |
+28,768
| New | +$2.39M | 0.9% | 47 |
|