PAG
Private Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-13,587
| Closed | -$1.06M | – | 165 |
|
2022
Q1 | $1.06M | Buy |
+13,587
| New | +$1.06M | 0.21% | 84 |
|
2021
Q2 | – | Sell |
-78,879
| Closed | -$6.48M | – | 129 |
|
2021
Q1 | $6.48M | Buy |
78,879
+26,235
| +50% | +$2.16M | 1.86% | 18 |
|
2020
Q4 | $4.36M | Buy |
+52,644
| New | +$4.36M | 1.44% | 21 |
|