Bordeaux 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
Q2 | – | Sell |
-4,616
| Closed | -$354K | – | 142 |
|
|
2024
Q1 | $354K | Buy |
+4,616
| New | +$354K | 0.12% | 75 |
|
|
2023
Q2 | – | Sell |
-4,553
| Closed | -$348K | – | 103 |
|
|
2023
Q1 | $348K | Buy |
4,553
+1
| +0% | +$76 | 0.18% | 79 |
|
|
2022
Q4 | $343K | Sell |
4,552
-80
| -2% | -$6.02K | 0.19% | 67 |
|
|
2022
Q3 | $347K | Buy |
4,632
+67
| +1% | +$5.02K | 0.22% | 60 |
|
|
2022
Q2 | $351K | Buy |
4,565
+16
| +0.4% | +$1.23K | 0.24% | 62 |
|
|
2022
Q1 | $354K | Buy |
4,549
+45
| +1% | +$3.5K | 0.19% | 65 |
|
|
2021
Q4 | $364K | Buy |
4,504
+56
| +1% | +$4.53K | 0.17% | 71 |
|
|
2021
Q3 | $364K | Buy |
4,448
+28
| +0.6% | +$2.29K | 0.21% | 58 |
|
|
2021
Q2 | $363K | Sell |
4,420
-1,824
| -29% | -$150K | 0.21% | 61 |
|
|
2021
Q1 | $513K | Hold |
6,244
| – | – | 0.36% | 42 |
|
|
2020
Q4 | $518K | Buy |
+6,244
| New | +$518K | 0.39% | 40 |
|