APP
Avantax Planning Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,519
| Closed | -$341K | – | 364 |
|
|
2023
Q2 | $341K | Sell |
4,519
-30,766
| -87% | -$2.32M | 0.01% | 272 |
|
|
2023
Q1 | $2.7M | Sell |
35,285
-1,109,861
| -97% | -$84.9M | 0.11% | 89 |
|
|
2022
Q4 | $86.2M | Sell |
1,145,146
-6,820
| -0.6% | -$513K | 3.42% | 5 |
|
|
2022
Q3 | $86.2M | Sell |
1,151,966
-84,371
| -7% | -$6.31M | 3.88% | 5 |
|
|
2022
Q2 | $94.9M | Buy |
1,236,337
+13,522
| +1% | +$1.04M | 4.06% | 5 |
|
|
2022
Q1 | $95.3M | Buy |
+1,222,815
| New | +$95.3M | 3.78% | 6 |
|
|
2018
Q4 | – | Sell |
-266
| Closed | -$21K | – | 403 |
|
|
2018
Q3 | $21K | Buy |
+266
| New | +$21K | ﹤0.01% | 682 |
|
|
2018
Q2 | – | Sell |
-369
| Closed | -$29K | – | 404 |
|
|
2018
Q1 | $29K | Buy |
+369
| New | +$29K | ﹤0.01% | 654 |
|