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SWM Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.41M | Buy |
85,668
+2,462
| +3% | +$184K | 6.04% | 6 |
|
|
2022
Q2 | $6.39M | Sell |
83,206
-2,603
| -3% | -$200K | 5.82% | 6 |
|
|
2022
Q1 | $6.69M | Sell |
85,809
-25,802
| -23% | -$2.01M | 5.25% | 4 |
|
|
2021
Q4 | $8.88M | Buy |
+111,611
| New | +$8.88M | 7.77% | 5 |
|