RWP
Ridgecrest Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,895
| Closed | -$293K | – | 98 |
|
|
2022
Q4 | $293K | Sell |
3,895
-5,990
| -61% | -$451K | 0.22% | 72 |
|
|
2022
Q3 | $740K | Sell |
9,885
-7,000
| -41% | -$524K | 0.6% | 38 |
|
|
2022
Q2 | $1.3M | Sell |
16,885
-16,843
| -50% | -$1.29M | 0.94% | 28 |
|
|
2022
Q1 | $2.63M | Sell |
33,728
-156,667
| -82% | -$12.2M | 1.67% | 16 |
|
|
2021
Q4 | $15.4M | Buy |
190,395
+3,706
| +2% | +$300K | 7.49% | 2 |
|
|
2021
Q3 | $15.3M | Buy |
186,689
+51,874
| +38% | +$4.25M | 8.33% | 2 |
|
|
2021
Q2 | $11.1M | Buy |
134,815
+119,720
| +793% | +$9.84M | 6.92% | 2 |
|
|
2021
Q1 | $1.24M | Buy |
+15,095
| New | +$1.24M | 1.18% | 27 |
|