RPWA
Regent Peak Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,838
| Closed | -$214K | – | 158 |
|
|
2023
Q2 | $214K | Hold |
2,838
| – | – | 0.06% | 141 |
|
|
2023
Q1 | $217K | Hold |
2,838
| – | – | 0.07% | 142 |
|
|
2022
Q4 | $214K | Sell |
2,838
-1,398
| -33% | -$105K | 0.07% | 149 |
|
|
2022
Q3 | $316K | Buy |
4,236
+998
| +31% | +$74.4K | 0.11% | 110 |
|
|
2022
Q2 | $248K | Sell |
3,238
-1,759
| -35% | -$135K | 0.08% | 130 |
|
|
2022
Q1 | $389K | Sell |
4,997
-370
| -7% | -$28.8K | 0.11% | 104 |
|
|
2021
Q4 | $434K | Sell |
5,367
-715
| -12% | -$57.8K | 0.12% | 101 |
|
|
2021
Q3 | $498K | Hold |
6,082
| – | – | 0.14% | 92 |
|
|
2021
Q2 | $501K | Hold |
6,082
| – | – | 0.14% | 88 |
|
|
2021
Q1 | $499K | Hold |
6,082
| – | – | 0.16% | 85 |
|
|
2020
Q4 | $504K | Sell |
6,082
-1,103
| -15% | -$91.4K | 0.17% | 82 |
|
|
2020
Q3 | $597K | Sell |
7,185
-300
| -4% | -$24.9K | 0.25% | 63 |
|
|
2020
Q2 | $622K | Sell |
7,485
-1,603
| -18% | -$133K | 0.28% | 61 |
|
|
2020
Q1 | $746K | Sell |
9,088
-861
| -9% | -$70.7K | 0.42% | 50 |
|
|
2019
Q4 | $801K | Buy |
+9,949
| New | +$801K | 0.37% | 53 |
|