Alta Wealth Advisors’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
Q1 | – | Sell |
-50,300
| Closed | -$3.79M | – | 140 |
|
|
2022
Q4 | $3.79M | Sell |
50,300
-964
| -2% | -$72.6K | 2.56% | 8 |
|
|
2022
Q3 | $3.84M | Hold |
51,264
| – | – | 2.74% | 7 |
|
|
2022
Q2 | $3.94M | Hold |
51,264
| – | – | 2.73% | 9 |
|
|
2022
Q1 | $3.99M | Buy |
51,264
+48,440
| +1,715% | +$3.77M | 2.37% | 10 |
|
|
2021
Q4 | $228K | Hold |
2,824
| – | – | 0.14% | 136 |
|
|
2021
Q3 | $231K | Hold |
2,824
| – | – | 0.17% | 135 |
|
|
2021
Q2 | $232K | Hold |
2,824
| – | – | 0.17% | 136 |
|
|
2021
Q1 | $232K | Hold |
2,824
| – | – | 0.19% | 126 |
|
|
2020
Q4 | $234K | Buy |
+2,824
| New | +$234K | 0.2% | 128 |
|