SPWG
Syntegra Private Wealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
+4,266
| New | +$336K | 0.03% | 140 |
|
|
2024
Q2 | – | Sell |
-3,247
| Closed | -$249K | – | 149 |
|
|
2024
Q1 | $249K | Sell |
3,247
-60
| -2% | -$4.6K | 0.03% | 126 |
|
|
2023
Q4 | $255K | Sell |
3,307
-213
| -6% | -$16.4K | 0.04% | 115 |
|
|
2023
Q3 | $265K | Sell |
3,520
-5,589
| -61% | -$420K | 0.04% | 106 |
|
|
2023
Q2 | $688K | Buy |
+9,109
| New | +$688K | 0.11% | 55 |
|
|
2023
Q1 | – | Sell |
-3,448
| Closed | -$260K | – | 118 |
|
|
2022
Q4 | $260K | Buy |
+3,448
| New | +$260K | 0.05% | 90 |
|