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SFMG 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
2021
Q3
Sell
-3,514
Closed -$289K 259
2021
Q2
$289K Buy
+3,514
New +$289K 0.03% 202
2021
Q1
Sell
-4,940
Closed -$410K 243
2020
Q4
$410K Buy
+4,940
New +$410K 0.05% 143