BAM
BOS Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,656
| Closed | -$204K | – | 159 |
|
|
2024
Q1 | $204K | Hold |
2,656
| – | – | 0.11% | 148 |
|
|
2023
Q4 | $205K | Buy |
+2,656
| New | +$205K | 0.14% | 148 |
|
|
2023
Q2 | – | Sell |
-4,460
| Closed | -$341K | – | 129 |
|
|
2023
Q1 | $341K | Sell |
4,460
-3,247
| -42% | -$248K | 0.28% | 81 |
|
|
2022
Q4 | $580K | Buy |
+7,707
| New | +$580K | 0.52% | 49 |
|