RMAM
Raab & Moskowitz Asset 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
Q1 | – | Sell |
-2,604
| Closed | -$210K | – | 163 |
|
|
2021
Q4 | $210K | Sell |
2,604
-425
| -14% | -$34.3K | 0.07% | 161 |
|
|
2021
Q3 | $248K | Buy |
3,029
+90
| +3% | +$7.37K | 0.09% | 145 |
|
|
2021
Q2 | $241K | Buy |
2,939
+149
| +5% | +$12.2K | 0.09% | 145 |
|
|
2021
Q1 | $229K | Buy |
2,790
+183
| +7% | +$15K | 0.09% | 140 |
|
|
2020
Q4 | $216K | Buy |
2,607
+121
| +5% | +$10K | 0.09% | 142 |
|
|
2020
Q3 | $206K | Hold |
2,486
| – | – | 0.1% | 130 |
|
|
2020
Q2 | $206K | Buy |
+2,486
| New | +$206K | 0.1% | 131 |
|
|
2020
Q1 | – | Sell |
-2,858
| Closed | -$230K | – | 181 |
|
|
2019
Q4 | $230K | Sell |
2,858
-102
| -3% | -$8.21K | 0.09% | 147 |
|
|
2019
Q3 | $239K | Sell |
2,960
-66
| -2% | -$5.33K | 0.1% | 139 |
|
|
2019
Q2 | $243K | Hold |
3,026
| – | – | 0.11% | 143 |
|
|
2019
Q1 | $240K | Sell |
3,026
-395
| -12% | -$31.3K | 0.11% | 143 |
|
|
2018
Q4 | $268K | Sell |
3,421
-238
| -7% | -$18.6K | 0.13% | 134 |
|
|
2018
Q3 | $285K | Buy |
3,659
+1
| +0% | +$78 | 0.12% | 136 |
|
|
2018
Q2 | $286K | Hold |
3,658
| – | – | 0.14% | 127 |
|
|
2018
Q1 | $286K | Buy |
3,658
+108
| +3% | +$8.44K | 0.14% | 125 |
|
|
2017
Q4 | $280K | Sell |
3,550
-542
| -13% | -$42.7K | 0.14% | 125 |
|
|
2017
Q3 | $326K | Hold |
4,092
| – | – | 0.16% | 119 |
|
|
2017
Q2 | $327K | Buy |
4,092
+1,275
| +45% | +$102K | 0.16% | 119 |
|
|
2017
Q1 | $224K | Buy |
+2,817
| New | +$224K | 0.12% | 129 |
|
|
2015
Q1 | – | Sell |
-380
| Closed | -$30K | – | 149 |
|
|
2014
Q4 | $30K | Buy |
+380
| New | +$30K | 0.02% | 239 |
|