PWMG
Pioneer Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.1M | Sell |
127,954
-41,711
| -25% | -$3.28M | 4.8% | 7 |
|
|
2024
Q2 | $13M | Buy |
169,665
+15,898
| +10% | +$1.22M | 6.91% | 4 |
|
|
2024
Q1 | $11.8M | Sell |
153,767
-58,617
| -28% | -$4.49M | 6.74% | 4 |
|
|
2023
Q4 | $16.4M | Sell |
212,384
-13,083
| -6% | -$1.01M | 10.18% | 4 |
|
|
2023
Q3 | $16.9M | Sell |
225,467
-1,535
| -0.7% | -$115K | 12.91% | 1 |
|
|
2023
Q2 | $17.2M | Buy |
227,002
+27,219
| +14% | +$2.06M | 13.63% | 1 |
|
|
2023
Q1 | $15.3M | Buy |
199,783
+27,154
| +16% | +$2.08M | 13.6% | 1 |
|
|
2022
Q4 | $13M | Buy |
+172,629
| New | +$13M | 12.24% | 2 |
|