SVWAG
Sound View Wealth Advisors Group’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 |
-2,626
| Closed | -$202K | – | 375 |
|
|
2023
Q4 | $202K | Buy |
+2,626
| New | +$202K | 0.02% | 373 |
|
|
2023
Q3 | – | Sell |
-3,001
| Closed | -$227K | – | 367 |
|
|
2023
Q2 | $227K | Hold |
3,001
| – | – | 0.03% | 332 |
|
|
2023
Q1 | $230K | Buy |
3,001
+375
| +14% | +$28.7K | 0.03% | 328 |
|
|
2022
Q4 | $202K | Buy |
+2,626
| New | +$202K | 0.02% | 373 |
|