SWRP
Summit Wealth & Retirement Planning’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 |
-18,759
| Closed | -$1.44M | – | 66 |
|
|
2023
Q4 | $1.44M | Buy |
18,759
+7,734
| +70% | +$596K | 0.61% | 21 |
|
|
2023
Q3 | $829K | Sell |
11,025
-53
| -0.5% | -$3.98K | 0.33% | 29 |
|
|
2023
Q2 | $837K | Sell |
11,078
-1,110
| -9% | -$83.9K | 0.33% | 28 |
|
|
2023
Q1 | $932K | Sell |
12,188
-622
| -5% | -$47.6K | 0.35% | 32 |
|
|
2022
Q4 | $964K | Sell |
12,810
-35,940
| -74% | -$2.71M | 0.39% | 33 |
|
|
2022
Q3 | $3.65M | Buy |
48,750
+41,122
| +539% | +$3.08M | 1.45% | 16 |
|
|
2022
Q2 | $586K | Buy |
+7,628
| New | +$586K | 0.22% | 57 |
|