Bourgeon Capital Management’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
Q1 | – | Sell |
-62
| Closed | -$4.78K | – | 143 |
|
|
2023
Q4 | $4.78K | Hold |
62
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $4.66K | Hold |
62
| – | – | ﹤0.01% | 261 |
|
|
2023
Q2 | $4.69K | Hold |
62
| – | – | ﹤0.01% | 276 |
|
|
2023
Q1 | $4.74K | Hold |
62
| – | – | ﹤0.01% | 260 |
|
|
2022
Q4 | $4.67K | Buy |
62
+5
| +9% | +$376 | ﹤0.01% | 275 |
|
|
2022
Q3 | $4K | Hold |
57
| – | – | ﹤0.01% | 271 |
|
|
2022
Q2 | $4K | Buy |
57
+18
| +46% | +$1.26K | ﹤0.01% | 257 |
|
|
2022
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 258 |
|
|
2021
Q4 | $3K | Sell |
39
-71
| -65% | -$5.46K | ﹤0.01% | 242 |
|
|
2021
Q3 | $9K | Hold |
110
| – | – | ﹤0.01% | 233 |
|
|
2021
Q2 | $9K | Hold |
110
| – | – | ﹤0.01% | 235 |
|
|
2021
Q1 | $9K | Hold |
110
| – | – | ﹤0.01% | 229 |
|
|
2020
Q4 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 217 |
|