SWA
Sutton Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.76K | Hold |
50
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $3.78K | Hold |
50
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $3.83K | Buy |
+50
| New | +$3.83K | ﹤0.01% | 557 |
|
|
2019
Q1 | – | Sell |
-814
| Closed | -$64K | – | 1180 |
|
|
2018
Q4 | $64K | Buy |
+814
| New | +$64K | 0.04% | 240 |
|