PRW Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,520
| Closed | -$1.52M | – | 102 |
|
|
2022
Q1 | $1.52M | Sell |
19,520
-3,631
| -16% | -$283K | 0.67% | 31 |
|
|
2021
Q4 | $1.87M | Buy |
23,151
+1,331
| +6% | +$108K | 0.87% | 27 |
|
|
2021
Q3 | $1.79M | Buy |
21,820
+13,172
| +152% | +$1.08M | 0.9% | 26 |
|
|
2021
Q2 | $711K | Sell |
8,648
-625
| -7% | -$51.4K | 0.21% | 124 |
|
|
2021
Q1 | $762K | Buy |
+9,273
| New | +$762K | 0.37% | 45 |
|