Briggs Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $545K | Buy |
7,253
+2,103
| +41% | +$158K | 0.31% | 38 |
|
|
2023
Q2 | $389K | Sell |
5,150
-536
| -9% | -$40.5K | 0.22% | 42 |
|
|
2023
Q1 | $435K | Hold |
5,686
| – | – | 0.26% | 41 |
|
|
2022
Q4 | $428K | Buy |
5,686
+528
| +10% | +$39.7K | 0.27% | 41 |
|
|
2022
Q3 | $386K | Buy |
5,158
+183
| +4% | +$13.7K | 0.29% | 41 |
|
|
2022
Q2 | $382K | Buy |
4,975
+640
| +15% | +$49.1K | 0.28% | 40 |
|
|
2022
Q1 | $338K | Buy |
4,335
+1,203
| +38% | +$93.8K | 0.22% | 41 |
|
|
2021
Q4 | $253K | Buy |
+3,132
| New | +$253K | 0.17% | 48 |
|