RWM
Refined Wealth Management’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 |
-108,087
| Closed | -$8.14M | – | 26 |
|
|
2022
Q4 | $8.14M | Buy |
108,087
+3,881
| +4% | +$292K | 7.12% | 6 |
|
|
2022
Q3 | $7.8M | Sell |
104,206
-19
| -0% | -$1.42K | 7.04% | 6 |
|
|
2022
Q2 | $8M | Buy |
104,225
+1,486
| +1% | +$114K | 7.16% | 6 |
|
|
2022
Q1 | $8M | Sell |
102,739
-44,904
| -30% | -$3.5M | 6.76% | 8 |
|
|
2021
Q4 | $11.9M | Buy |
147,643
+123
| +0.1% | +$9.94K | 9.25% | 5 |
|
|
2021
Q3 | $12.1M | Buy |
147,520
+2,547
| +2% | +$209K | 9.79% | 5 |
|
|
2021
Q2 | $11.9M | Buy |
+144,973
| New | +$11.9M | 10% | 5 |
|