RPG
Resource Planning Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16M | Buy |
207,901
+69,148
| +50% | +$5.33M | 10.18% | 2 |
|
|
2023
Q3 | $10.4M | Buy |
138,753
+5,626
| +4% | +$423K | 8.84% | 2 |
|
|
2023
Q2 | $10.1M | Buy |
133,127
+3,040
| +2% | +$230K | 8.15% | 3 |
|
|
2023
Q1 | $9.95M | Buy |
130,087
+6,649
| +5% | +$509K | 8.09% | 2 |
|
|
2022
Q4 | $9.29M | Sell |
123,438
-68,848
| -36% | -$5.18M | 7.44% | 2 |
|
|
2022
Q3 | $14.4M | Buy |
192,286
+62,359
| +48% | +$4.67M | 12.51% | 1 |
|
|
2022
Q2 | $9.98M | Buy |
129,927
+107,873
| +489% | +$8.28M | 8.31% | 2 |
|
|
2022
Q1 | $1.72M | Buy |
22,054
+5,333
| +32% | +$415K | 1.23% | 19 |
|
|
2021
Q4 | $1.35M | Sell |
16,721
-2,698
| -14% | -$218K | 0.91% | 23 |
|
|
2021
Q3 | $1.59M | Sell |
19,419
-1,312
| -6% | -$107K | 1% | 19 |
|
|
2021
Q2 | $1.7M | Buy |
20,731
+1,718
| +9% | +$141K | 0.99% | 19 |
|
|
2021
Q1 | $1.56M | Buy |
19,013
+146
| +0.8% | +$12K | 1.02% | 19 |
|
|
2020
Q4 | $1.56M | Sell |
18,867
-772
| -4% | -$64K | 1.11% | 16 |
|
|
2020
Q3 | $1.63M | Buy |
19,639
+4,847
| +33% | +$403K | 1.24% | 16 |
|
|
2020
Q2 | $1.23M | Buy |
14,792
+4,503
| +44% | +$374K | 0.92% | 19 |
|
|
2020
Q1 | $846K | Sell |
10,289
-431
| -4% | -$35.4K | 0.74% | 21 |
|
|
2019
Q4 | $864K | Sell |
10,720
-208
| -2% | -$16.8K | 0.5% | 25 |
|
|
2019
Q3 | $883K | Buy |
10,928
+1
| +0% | +$81 | 0.52% | 25 |
|
|
2019
Q2 | $880K | Buy |
+10,927
| New | +$880K | 0.52% | 25 |
|