Archvest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44,055
| Closed | -$3.36M | – | 74 |
|
|
2024
Q2 | $3.36M | Sell |
44,055
-38,234
| -46% | -$2.92M | 2.23% | 13 |
|
|
2024
Q1 | $6.28M | Sell |
82,289
-4,571
| -5% | -$349K | 4.44% | 5 |
|
|
2023
Q4 | $6.69M | Buy |
86,860
+12,927
| +17% | +$996K | 5.04% | 5 |
|
|
2023
Q3 | $5.56M | Buy |
73,933
+3,461
| +5% | +$260K | 4.52% | 6 |
|
|
2023
Q2 | $5.33M | Buy |
70,472
+3,013
| +4% | +$228K | 4.37% | 7 |
|
|
2023
Q1 | $5.16M | Buy |
67,459
+5,219
| +8% | +$399K | 4.57% | 7 |
|
|
2022
Q4 | $4.69M | Sell |
62,240
-1,191
| -2% | -$89.7K | 4.63% | 7 |
|
|
2022
Q3 | $4.75M | Buy |
63,431
+1,333
| +2% | +$99.7K | 4.86% | 7 |
|
|
2022
Q2 | $4.77M | Buy |
62,098
+4,796
| +8% | +$368K | 4.75% | 7 |
|
|
2022
Q1 | $4.46M | Buy |
57,302
+415
| +0.7% | +$32.3K | 4.02% | 8 |
|
|
2021
Q4 | $4.6M | Buy |
+56,887
| New | +$4.6M | 3.98% | 7 |
|