RGT Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $492K | Sell |
6,570
-899
| -12% | -$67.3K | 0.08% | 41 |
|
|
2022
Q2 | $574K | Hold |
7,469
| – | – | 0.1% | 46 |
|
|
2022
Q1 | $582K | Hold |
7,469
| – | – | 0.09% | 52 |
|
|
2021
Q4 | $604K | Buy |
+7,469
| New | +$604K | 0.09% | 52 |
|
|
2017
Q1 | – | Sell |
-3,776
| Closed | -$300K | – | 108 |
|
|
2016
Q4 | $300K | Buy |
+3,776
| New | +$300K | 0.17% | 76 |
|