MGWA
Monument Group Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
3,767
-7,890
| -68% | -$621K | 0.19% | 38 |
|
|
2025
Q1 | $913K | Buy |
11,657
+45
| +0.4% | +$3.52K | 0.63% | 13 |
|
|
2024
Q4 | $897K | Buy |
11,612
+119
| +1% | +$9.2K | 0.64% | 13 |
|
|
2024
Q3 | $904K | Buy |
11,493
+86
| +0.8% | +$6.77K | 0.54% | 13 |
|
|
2024
Q2 | $875K | Buy |
11,407
+5,673
| +99% | +$435K | 0.59% | 13 |
|
|
2024
Q1 | $440K | Buy |
5,734
+442
| +8% | +$33.9K | 0.33% | 23 |
|
|
2023
Q4 | $408K | Buy |
+5,292
| New | +$408K | 0.35% | 22 |
|