Baldwin Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-293
| Closed | -$22.5K | – | 799 |
|
|
2024
Q1 | $22.5K | Sell |
293
-46
| -14% | -$3.53K | ﹤0.01% | 472 |
|
|
2023
Q4 | $26.1K | Hold |
339
| – | – | ﹤0.01% | 469 |
|
|
2023
Q3 | $25.5K | Hold |
339
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $25.6K | Hold |
339
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $25.9K | Buy |
339
+46
| +16% | +$3.52K | ﹤0.01% | 517 |
|
|
2022
Q4 | $22.1K | Buy |
+293
| New | +$22.1K | ﹤0.01% | 525 |
|
|
2022
Q3 | – | Sell |
-970
| Closed | -$74K | – | 671 |
|
|
2022
Q2 | $74K | Buy |
970
+670
| +223% | +$51.1K | 0.01% | 289 |
|
|
2022
Q1 | $23K | Buy |
+300
| New | +$23K | ﹤0.01% | 464 |
|