BBA
Braun-Bostich & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,570
| Closed | -$492K | – | 60 |
|
|
2022
Q3 | $492K | Sell |
6,570
-2,722
| -29% | -$204K | 1.51% | 25 |
|
|
2022
Q2 | $714K | Sell |
9,292
-5,123
| -36% | -$394K | 1.86% | 20 |
|
|
2022
Q1 | $1.12M | Buy |
+14,415
| New | +$1.12M | 2.42% | 15 |
|
|
2021
Q4 | – | Sell |
-28,592
| Closed | -$2.34M | – | 110 |
|
|
2021
Q3 | $2.34M | Sell |
28,592
-338
| -1% | -$27.7K | 4.41% | 5 |
|
|
2021
Q2 | $2.38M | Buy |
28,930
+16,261
| +128% | +$1.34M | 4.33% | 3 |
|
|
2021
Q1 | $1.04M | Buy |
12,669
+1,446
| +13% | +$119K | 2% | 16 |
|
|
2020
Q4 | $930K | Buy |
+11,223
| New | +$930K | 1.87% | 20 |
|