MRWM
ML&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $617K | Sell |
8,052
-3,156
| -28% | -$242K | 0.14% | 36 |
|
|
2023
Q4 | $863K | Buy |
11,208
+1,609
| +17% | +$124K | 0.2% | 30 |
|
|
2023
Q3 | $722K | Buy |
9,599
+1,563
| +19% | +$117K | 0.19% | 30 |
|
|
2023
Q2 | $607K | Sell |
8,036
-7,704
| -49% | -$582K | 0.13% | 55 |
|
|
2023
Q1 | $1.2M | Buy |
15,740
+8,176
| +108% | +$625K | 0.32% | 26 |
|
|
2022
Q4 | $569K | Sell |
7,564
-303
| -4% | -$22.8K | 0.17% | 34 |
|
|
2022
Q3 | $589K | Buy |
+7,867
| New | +$589K | 0.2% | 33 |
|