BTR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $797K | Hold |
10,650
| – | – | 0.12% | 91 |
|
|
2022
Q2 | $818K | Hold |
10,650
| – | – | 0.12% | 92 |
|
|
2022
Q1 | $830K | Hold |
10,650
| – | – | 0.1% | 93 |
|
|
2021
Q4 | $861K | Hold |
10,650
| – | – | 0.1% | 98 |
|
|
2021
Q3 | $873K | Sell |
10,650
-400
| -4% | -$32.8K | 0.11% | 91 |
|
|
2021
Q2 | $908K | Buy |
+11,050
| New | +$908K | 0.11% | 91 |
|