CCG Wealth 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
Q2
Sell
-29,812
Closed -$2.32M 110
2022
Q1
$2.32M Buy
+29,812
New +$2.32M 1.14% 18
2019
Q1
Sell
-5,264
Closed -$414K 65
2018
Q4
$414K Buy
+5,264
New +$414K 0.4% 40