PWM
PBMares 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
Q3 | – | Sell |
-2,685
| Closed | -$206K | – | 154 |
|
|
2022
Q2 | $206K | Buy |
+2,685
| New | +$206K | 0.09% | 149 |
|
|
2021
Q4 | – | Sell |
-37,114
| Closed | -$3.04M | – | 156 |
|
|
2021
Q3 | $3.04M | Buy |
37,114
+1,571
| +4% | +$129K | 1.45% | 14 |
|
|
2021
Q2 | $2.92M | Buy |
35,543
+13,081
| +58% | +$1.07M | 1.59% | 12 |
|
|
2021
Q1 | $1.85M | Buy |
+22,462
| New | +$1.85M | 1.51% | 12 |
|