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CIC Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CIC Wealth’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,714
Closed -$208K – 163
2023
Q1 		$208K Sell
2,714
-1,381
-34% -$106K 0.08% 149
2022
Q4 		$308K Buy
+4,095
New +$308K 0.13% 114