UIA
UG Investment Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,000
| Closed | -$1.76M | – | 13 |
|
|
2024
Q1 | $1.76M | Hold |
23,000
| – | – | 0.58% | 11 |
|
|
2023
Q4 | $1.77M | Buy |
23,000
+10,000
| +77% | +$770K | 0.56% | 9 |
|
|
2023
Q3 | $977K | Hold |
13,000
| – | – | 0.18% | 12 |
|
|
2023
Q2 | $982K | Buy |
+13,000
| New | +$982K | 0.53% | 12 |
|