SVWG
Shared Vision Wealth Group’s BlackRock Flexible Income ETF BINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Buy |
90,140
+20,112
| +29% | +$1.06M | 2.37% | 9 |
|
|
2025
Q1 | $3.67M | Buy |
70,028
+3,261
| +5% | +$171K | 2% | 10 |
|
|
2024
Q4 | $3.47M | Buy |
66,767
+4,536
| +7% | +$236K | 1.83% | 11 |
|
|
2024
Q3 | $3.33M | Buy |
62,231
+19,814
| +47% | +$1.06M | 1.78% | 10 |
|
|
2024
Q2 | $2.21M | Buy |
42,417
+4,657
| +12% | +$243K | 1.29% | 17 |
|
|
2024
Q1 | $1.98M | Buy |
+37,760
| New | +$1.98M | 1.24% | 17 |
|