RMR Wealth Builders’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 |
-4,203
| Closed | -$316K | – | 213 |
|
|
2022
Q4 | $316K | Buy |
4,203
+541
| +15% | +$40.7K | 0.07% | 135 |
|
|
2022
Q3 | $274K | Sell |
3,662
-60
| -2% | -$4.49K | 0.07% | 147 |
|
|
2022
Q2 | $286K | Sell |
3,722
-42
| -1% | -$3.23K | 0.07% | 145 |
|
|
2022
Q1 | $293K | Sell |
3,764
-2,030
| -35% | -$158K | 0.06% | 159 |
|
|
2021
Q4 | $468K | Sell |
5,794
-1,734
| -23% | -$140K | 0.13% | 69 |
|
|
2021
Q3 | $617K | Buy |
7,528
+688
| +10% | +$56.4K | 0.18% | 87 |
|
|
2021
Q2 | $562K | Sell |
6,840
-4,269
| -38% | -$351K | 0.18% | 87 |
|
|
2021
Q1 | $913K | Buy |
11,109
+6,054
| +120% | +$498K | 0.24% | 61 |
|
|
2020
Q4 | $419K | Sell |
5,055
-6,393
| -56% | -$530K | 0.21% | 85 |
|
|
2020
Q3 | $951K | Buy |
11,448
+8,437
| +280% | +$701K | 0.25% | 68 |
|
|
2020
Q2 | $250K | Buy |
+3,011
| New | +$250K | 0.22% | 97 |
|
|
2019
Q4 | $89K | Buy |
+1,100
| New | +$89K | 0.09% | 179 |
|