CSIA
Charles Schwab Investment Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,422
| Closed | -$264K | – | 124 |
|
|
2023
Q4 | $264K | Buy |
+3,422
| New | +$264K | ﹤0.01% | 93 |
|
|
2022
Q4 | – | Sell |
-5,592
| Closed | -$418K | – | 108 |
|
|
2022
Q3 | $418K | Buy |
5,592
+1,826
| +48% | +$136K | ﹤0.01% | 79 |
|
|
2022
Q2 | $289K | Buy |
+3,766
| New | +$289K | ﹤0.01% | 82 |
|
|
2019
Q1 | – | Sell |
-2,939
| Closed | -$231K | – | 171 |
|
|
2018
Q4 | $231K | Buy |
+2,939
| New | +$231K | ﹤0.01% | 174 |
|