RLWM
RF&L 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 | $7.95M | Buy |
100,955
+994
| +1% | +$78.2K | 5.12% | 5 |
|
|
2025
Q1 | $7.82M | Buy |
99,961
+560
| +0.6% | +$43.8K | 5.6% | 5 |
|
|
2024
Q4 | $7.68M | Buy |
99,401
+2,764
| +3% | +$214K | 5.43% | 5 |
|
|
2024
Q3 | $7.6M | Buy |
96,637
+5,420
| +6% | +$427K | 5.38% | 5 |
|
|
2024
Q2 | $7M | Buy |
91,217
+6,115
| +7% | +$469K | 5.32% | 5 |
|
|
2024
Q1 | $6.52M | Buy |
85,102
+5,125
| +6% | +$393K | 5.02% | 5 |
|
|
2023
Q4 | $6.16M | Buy |
79,977
+2,580
| +3% | +$199K | 5.12% | 6 |
|
|
2023
Q3 | $5.82M | Buy |
77,397
+1,175
| +2% | +$88.3K | 5.4% | 6 |
|
|
2023
Q2 | $5.76M | Sell |
76,222
-1,147
| -1% | -$86.7K | 5.26% | 6 |
|
|
2023
Q1 | $5.92M | Sell |
77,369
-2,710
| -3% | -$207K | 5.74% | 5 |
|
|
2022
Q4 | $6.03M | Buy |
+80,079
| New | +$6.03M | 6.21% | 5 |
|