RIA
RPG Investment Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,000
| Closed | -$308K | – | 85 |
|
|
2023
Q4 | $308K | Buy |
+4,000
| New | +$308K | 0.05% | 79 |
|
|
2017
Q4 | – | Sell |
-342
| Closed | -$27K | – | 478 |
|
|
2017
Q3 | $27K | Hold |
342
| – | – | 0.01% | 181 |
|
|
2017
Q2 | $27K | Buy |
+342
| New | +$27K | 0.01% | 157 |
|