Balboa Wealth Partners’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
-5,025
Closed -$378K 303
2022
Q4
$378K Buy
5,025
+7
+0.1% +$527 0.17% 132
2022
Q3
$375K Buy
+5,018
New +$375K 0.16% 112