SVWG
Shared Vision Wealth Group’s iShares GNMA Bond ETF GNMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
6,036
+1,026
| +20% | +$44.7K | 0.13% | 69 |
|
|
2025
Q1 | $220K | Buy |
5,010
+114
| +2% | +$5.01K | 0.12% | 77 |
|
|
2024
Q4 | $210K | Sell |
4,896
-527
| -10% | -$22.6K | 0.11% | 74 |
|
|
2024
Q3 | $243K | Sell |
5,423
-34
| -0.6% | -$1.52K | 0.13% | 67 |
|
|
2024
Q2 | $235K | Buy |
5,457
+634
| +13% | +$27.3K | 0.14% | 67 |
|
|
2024
Q1 | $209K | Sell |
4,823
-348
| -7% | -$15.1K | 0.13% | 73 |
|
|
2023
Q4 | $229K | Buy |
+5,171
| New | +$229K | 0.15% | 71 |
|