TCWA
Ten Capital 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
Q1 | – | Sell |
-18
| Closed | -$1.36K | – | 582 |
|
|
2022
Q4 | $1.36K | Buy |
18
+3
| +20% | +$226 | ﹤0.01% | 460 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 440 |
|
|
2021
Q3 | – | Sell |
-131,128
| Closed | -$10.8M | – | 448 |
|
|
2021
Q2 | $10.8M | Buy |
131,128
+17,037
| +15% | +$1.4M | 2.44% | 12 |
|
|
2021
Q1 | $9.38M | Buy |
114,091
+27,056
| +31% | +$2.22M | 2.29% | 11 |
|
|
2020
Q4 | $7.22M | Buy |
87,035
+59,377
| +215% | +$4.92M | 2.01% | 14 |
|
|
2020
Q3 | $2.3M | Buy |
+27,658
| New | +$2.3M | 0.77% | 39 |
|