SWMG LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $225K | Buy |
2,885
+282
| +11% | +$22K | 0.12% | 62 |
|
|
2021
Q4 | $210K | Sell |
2,603
-1,951
| -43% | -$157K | 0.11% | 66 |
|
|
2021
Q3 | $373K | Sell |
4,554
-699
| -13% | -$57.3K | 0.22% | 56 |
|
|
2021
Q2 | $432K | Sell |
5,253
-1,808
| -26% | -$149K | 0.25% | 49 |
|
|
2021
Q1 | $580K | Sell |
7,061
-251
| -3% | -$20.6K | 0.4% | 42 |
|
|
2020
Q4 | $605K | Buy |
+7,312
| New | +$605K | 0.44% | 40 |
|