NWS
Newport Wealth Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $494K | Sell |
6,030
-2,380
| -28% | -$195K | 0.3% | 59 |
|
|
2021
Q2 | $691K | Buy |
8,410
+2,450
| +41% | +$201K | 0.4% | 51 |
|
|
2021
Q1 | $490K | Sell |
5,960
-2,470
| -29% | -$203K | 0.3% | 59 |
|
|
2020
Q4 | $700K | Hold |
8,430
| – | – | 0.52% | 41 |
|
|
2020
Q3 | $699K | Buy |
8,430
+4,700
| +126% | +$390K | 0.52% | 41 |
|
|
2020
Q2 | $310K | Buy |
+3,730
| New | +$310K | 0.28% | 56 |
|