RAG
RIA Advisory Group’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 | $662K | Sell |
8,416
-2,634
| -24% | -$207K | 0.19% | 68 |
|
|
2025
Q1 | $865K | Sell |
11,050
-1,513
| -12% | -$118K | 0.28% | 62 |
|
|
2024
Q4 | $971K | Sell |
12,563
-1,424
| -10% | -$110K | 0.33% | 47 |
|
|
2024
Q3 | $1.1M | Buy |
+13,987
| New | +$1.1M | 0.39% | 40 |
|
|
2024
Q1 | $1.13M | Buy |
+14,677
| New | +$1.13M | 0.46% | 36 |
|
|
2023
Q4 | – | Sell |
-14,875
| Closed | -$1.12M | – | 127 |
|
|
2023
Q3 | $1.12M | Sell |
14,875
-2,843
| -16% | -$214K | 0.5% | 27 |
|
|
2023
Q2 | $1.34M | Sell |
17,718
-4,529
| -20% | -$342K | 0.58% | 23 |
|
|
2023
Q1 | $1.7M | Sell |
22,247
-2,215
| -9% | -$169K | 0.78% | 19 |
|
|
2022
Q4 | $1.84M | Buy |
+24,462
| New | +$1.84M | 1.07% | 13 |
|