RSWM
Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,034
| Closed | -$233K | – | 618 |
|
|
2024
Q2 | $233K | Buy |
+3,034
| New | +$233K | 0.01% | 454 |
|
|
2024
Q1 | – | Sell |
-7,628
| Closed | -$587K | – | 494 |
|
|
2023
Q4 | $587K | Buy |
7,628
+457
| +6% | +$35.2K | 0.04% | 283 |
|
|
2023
Q3 | $539K | Buy |
+7,171
| New | +$539K | 0.04% | 293 |
|
|
2022
Q2 | – | Sell |
-6,159
| Closed | -$479K | – | 377 |
|
|
2022
Q1 | $479K | Sell |
6,159
-21
| -0.3% | -$1.63K | 0.04% | 256 |
|
|
2021
Q4 | $499K | Buy |
+6,180
| New | +$499K | 0.04% | 253 |
|