RWA
Ropes Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,357
| Closed | -$339K | – | 272 |
|
|
2022
Q1 | $339K | Buy |
4,357
+1,282
| +42% | +$99.7K | 0.06% | 228 |
|
|
2021
Q4 | $249K | Sell |
3,075
-974
| -24% | -$78.9K | 0.04% | 242 |
|
|
2021
Q3 | $332K | Sell |
4,049
-2,579
| -39% | -$211K | 0.05% | 212 |
|
|
2021
Q2 | $545K | Buy |
6,628
+54
| +0.8% | +$4.44K | 0.09% | 167 |
|
|
2021
Q1 | $541K | Sell |
6,574
-130
| -2% | -$10.7K | 0.09% | 162 |
|
|
2020
Q4 | $556K | Hold |
6,704
| – | – | 0.09% | 144 |
|
|
2020
Q3 | $557K | Buy |
6,704
+407
| +6% | +$33.8K | 0.11% | 135 |
|
|
2020
Q2 | $523K | Buy |
6,297
+5,897
| +1,474% | +$490K | 0.11% | 130 |
|
|
2020
Q1 | $33K | Buy |
400
+130
| +48% | +$10.7K | 0.01% | 316 |
|
|
2019
Q4 | $22K | Hold |
270
| – | – | ﹤0.01% | 406 |
|
|
2019
Q3 | $22K | Sell |
270
-67
| -20% | -$5.46K | ﹤0.01% | 422 |
|
|
2019
Q2 | $27K | Buy |
+337
| New | +$27K | 0.01% | 399 |
|