Principle Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,333
Closed -$251K 315
2022
Q4
$251K Sell
3,333
-456
-12% -$34.3K 0.03% 278
2022
Q3
$284 Sell
3,789
-1,746
-32% -$131 0.03% 238
2022
Q2
$425K Buy
+5,535
New +$425K 0.05% 206