AWS
AJ Wealth Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.77M | Sell |
36,690
-129
| -0.4% | -$9.75K | 0.13% | 77 |
|
|
2023
Q1 | $2.82M | Sell |
36,819
-3
| -0% | -$229 | 0.15% | 70 |
|
|
2022
Q4 | $2.77M | Sell |
36,822
-56,536
| -61% | -$4.26M | 0.15% | 74 |
|
|
2022
Q3 | $6.99M | Buy |
93,358
+19,801
| +27% | +$1.48M | 0.41% | 37 |
|
|
2022
Q2 | $5.65M | Sell |
73,557
-15,393
| -17% | -$1.18M | 0.3% | 43 |
|
|
2022
Q1 | $6.93M | Buy |
88,950
+57,575
| +184% | +$4.48M | 0.34% | 39 |
|
|
2021
Q4 | $2.54M | Buy |
31,375
+1,873
| +6% | +$151K | 0.12% | 73 |
|
|
2021
Q3 | $2.42M | Buy |
29,502
+430
| +1% | +$35.2K | 0.13% | 72 |
|
|
2021
Q2 | $2.39M | Sell |
29,072
-5,275
| -15% | -$433K | 0.14% | 75 |
|
|
2021
Q1 | $2.82M | Buy |
34,347
+124
| +0.4% | +$10.2K | 0.2% | 52 |
|
|
2020
Q4 | $2.84M | Sell |
34,223
-9,171
| -21% | -$760K | 0.25% | 46 |
|
|
2020
Q3 | $3.6M | Sell |
43,394
-2,467
| -5% | -$205K | 0.37% | 33 |
|
|
2020
Q2 | $3.81M | Sell |
45,861
-51,989
| -53% | -$4.32M | 0.42% | 30 |
|
|
2020
Q1 | $8.04M | Buy |
97,850
+41,078
| +72% | +$3.38M | 1.09% | 12 |
|
|
2019
Q4 | $4.58M | Sell |
56,772
-5,579
| -9% | -$450K | 0.53% | 25 |
|
|
2019
Q3 | $5.04M | Sell |
62,351
-28,903
| -32% | -$2.33M | 0.66% | 24 |
|
|
2019
Q2 | $7.35M | Buy |
91,254
+8,900
| +11% | +$717K | 1.08% | 18 |
|
|
2019
Q1 | $6.56M | Buy |
82,354
+5,049
| +7% | +$402K | 1.08% | 19 |
|
|
2018
Q4 | $6.07M | Buy |
77,305
+1,552
| +2% | +$122K | 1.17% | 19 |
|
|
2018
Q3 | $5.91M | Buy |
75,753
+3,840
| +5% | +$300K | 1.09% | 16 |
|
|
2018
Q2 | $5.62M | Buy |
71,913
+3,573
| +5% | +$279K | 1.16% | 16 |
|
|
2018
Q1 | $5.36M | Buy |
68,340
+10,456
| +18% | +$820K | 1.28% | 15 |
|
|
2017
Q4 | $4.58M | Buy |
57,884
+41,027
| +243% | +$3.25M | 1.14% | 15 |
|
|
2017
Q3 | $1.35M | Buy |
16,857
+2,143
| +15% | +$171K | 0.44% | 32 |
|
|
2017
Q2 | $1.18M | Buy |
14,714
+2,667
| +22% | +$213K | 0.45% | 36 |
|
|
2017
Q1 | $960K | Buy |
12,047
+1,323
| +12% | +$105K | 0.42% | 43 |
|
|
2016
Q4 | $852K | Buy |
+10,724
| New | +$852K | 0.44% | 40 |
|