Briaud Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-269,844
| Closed | -$21.8M | – | 28 |
|
|
2021
Q4 | $21.8M | Sell |
269,844
-21,926
| -8% | -$1.77M | 11.86% | 3 |
|
|
2021
Q3 | $23.9M | Buy |
291,770
+150,081
| +106% | +$12.3M | 15.71% | 2 |
|
|
2021
Q2 | $11.6M | Sell |
141,689
-2,712
| -2% | -$223K | 7.75% | 4 |
|
|
2021
Q1 | $11.9M | Buy |
144,401
+49,472
| +52% | +$4.07M | 8.73% | 3 |
|
|
2020
Q4 | $7.87K | Buy |
+94,929
| New | +$7.87K | 5.03% | 4 |
|