Advance Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,689
| Closed | -$202K | – | 133 |
|
|
2023
Q3 | $202K | Buy |
+2,689
| New | +$202K | 0.02% | 120 |
|
|
2022
Q4 | – | Sell |
-3,073
| Closed | -$230K | – | 109 |
|
|
2022
Q3 | $230K | Buy |
3,073
+5
| +0.2% | +$374 | 0.03% | 77 |
|
|
2022
Q2 | $236K | Buy |
3,068
+4
| +0.1% | +$308 | 0.03% | 75 |
|
|
2022
Q1 | $239K | Sell |
3,064
-151
| -5% | -$11.8K | 0.03% | 76 |
|
|
2021
Q4 | $260K | Buy |
+3,215
| New | +$260K | 0.05% | 73 |
|