RWM
Revisor 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $363K | Buy |
4,637
+426
| +10% | +$33.3K | 0.13% | 187 |
|
2025
Q1 | $330K | Buy |
+4,211
| New | +$330K | 0.15% | 159 |
|
2023
Q3 | – | Sell |
-34,280
| Closed | -$2.59M | – | 156 |
|
2023
Q2 | $2.59M | Buy |
34,280
+6,394
| +23% | +$483K | 2.32% | 7 |
|
2023
Q1 | $2.13M | Buy |
+27,886
| New | +$2.13M | 1.95% | 12 |
|