UWM
USAdvisors Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-42,992
| Closed | -$3.22M | – | 112 |
|
|
2022
Q3 | $3.22M | Buy |
42,992
+1,748
| +4% | +$131K | 1.65% | 22 |
|
|
2022
Q2 | $3.17M | Buy |
+41,244
| New | +$3.17M | 1.59% | 23 |
|
|
2020
Q1 | – | Sell |
-9,514
| Closed | -$767K | – | 72 |
|
|
2019
Q4 | $767K | Buy |
9,514
+210
| +2% | +$16.9K | 0.4% | 38 |
|
|
2019
Q3 | $752K | Buy |
9,304
+4,450
| +92% | +$360K | 0.39% | 30 |
|
|
2019
Q2 | $391 | Sell |
4,854
-177
| -4% | -$14 | 0.17% | 37 |
|
|
2019
Q1 | $400K | Buy |
5,031
+400
| +9% | +$31.8K | 0.28% | 32 |
|
|
2018
Q4 | $364K | Buy |
+4,631
| New | +$364K | 0.3% | 30 |
|