AFS
Annapolis Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $224K | Hold |
2,846
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $218K | Sell |
2,846
-2,508
| -47% | -$192K | 0.07% | 90 |
|
|
2024
Q1 | $410K | Sell |
5,354
-1,460
| -21% | -$112K | 0.14% | 71 |
|
|
2023
Q4 | $525K | Sell |
6,814
-4,052
| -37% | -$312K | 0.13% | 85 |
|
|
2023
Q3 | $817K | Sell |
10,866
-2,745
| -20% | -$206K | 0.24% | 68 |
|
|
2023
Q2 | $1.03M | Buy |
13,611
+62
| +0.5% | +$4.69K | 0.29% | 64 |
|
|
2023
Q1 | $1.04M | Buy |
13,549
+47
| +0.3% | +$3.6K | 0.31% | 60 |
|
|
2022
Q4 | $1.02M | Sell |
13,502
-5,612
| -29% | -$422K | 0.33% | 57 |
|
|
2022
Q3 | $1.43M | Buy |
19,114
+1,499
| +9% | +$112K | 0.52% | 48 |
|
|
2022
Q2 | $1.35M | Sell |
17,615
-27,864
| -61% | -$2.14M | 0.49% | 48 |
|
|
2022
Q1 | $3.54M | Buy |
45,479
+23,420
| +106% | +$1.82M | 1.15% | 25 |
|
|
2021
Q4 | $1.78M | Buy |
22,059
+2,084
| +10% | +$168K | 0.55% | 43 |
|
|
2021
Q3 | $1.64M | Sell |
19,975
-100
| -0.5% | -$8.2K | 0.54% | 38 |
|
|
2021
Q2 | $1.65M | Buy |
20,075
+315
| +2% | +$25.9K | 0.55% | 38 |
|
|
2021
Q1 | $1.62M | Buy |
19,760
+1,211
| +7% | +$99.5K | 0.59% | 37 |
|
|
2020
Q4 | $1.54M | Buy |
+18,549
| New | +$1.54M | 0.6% | 37 |
|