SVWAG
Sound View Wealth Advisors Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,964
| Closed | -$204K | – | 411 |
|
|
2024
Q2 | $204K | Sell |
1,964
-859
| -30% | -$89.1K | 0.02% | 349 |
|
|
2024
Q1 | $294K | Hold |
2,823
| – | – | 0.03% | 308 |
|
|
2023
Q4 | $296K | Sell |
2,823
-20
| -0.7% | -$2.1K | 0.03% | 307 |
|
|
2023
Q3 | $288K | Sell |
2,843
-892
| -24% | -$90.4K | 0.04% | 294 |
|
|
2023
Q2 | $384K | Buy |
3,735
+3
| +0.1% | +$309 | 0.05% | 255 |
|
|
2023
Q1 | $390K | Buy |
3,732
+909
| +32% | +$95K | 0.05% | 252 |
|
|
2022
Q4 | $296K | Sell |
2,823
-1,103
| -28% | -$116K | 0.03% | 307 |
|
|
2022
Q3 | $399K | Buy |
3,926
+2
| +0.1% | +$203 | 0.09% | 179 |
|
|
2022
Q2 | $414K | Sell |
3,924
-43
| -1% | -$4.54K | 0.09% | 184 |
|
|
2022
Q1 | $430K | Sell |
3,967
-98
| -2% | -$10.6K | 0.08% | 192 |
|
|
2021
Q4 | $462K | Sell |
4,065
-201
| -5% | -$22.8K | 0.09% | 186 |
|
|
2021
Q3 | $491K | Buy |
4,266
+2
| +0% | +$230 | 0.1% | 174 |
|
|
2021
Q2 | $493K | Sell |
4,264
-12
| -0.3% | -$1.39K | 0.1% | 176 |
|
|
2021
Q1 | $491K | Sell |
4,276
-775
| -15% | -$89K | 0.11% | 162 |
|
|
2020
Q4 | $594K | Sell |
5,051
-442
| -8% | -$52K | 0.15% | 137 |
|
|
2020
Q3 | $647K | Sell |
5,493
-377
| -6% | -$44.4K | 0.17% | 127 |
|
|
2020
Q2 | $691K | Sell |
5,870
-731
| -11% | -$86.1K | 0.19% | 112 |
|
|
2020
Q1 | $757K | Buy |
6,601
+1
| +0% | +$115 | 0.26% | 95 |
|
|
2019
Q4 | $744K | Buy |
6,600
+4
| +0.1% | +$451 | 0.21% | 111 |
|
|
2019
Q3 | $747K | Sell |
6,596
-354
| -5% | -$40.1K | 0.22% | 108 |
|
|
2019
Q2 | $780K | Buy |
+6,950
| New | +$780K | 0.23% | 109 |
|