CAN
Claraphi Advisory Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,763
| Closed | -$805K | – | 167 |
|
|
2022
Q3 | $805K | Buy |
+10,763
| New | +$805K | 0.44% | 53 |
|
|
2022
Q2 | – | Sell |
-5,088
| Closed | -$396K | – | 273 |
|
|
2022
Q1 | $396K | Sell |
5,088
-1,779
| -26% | -$138K | 0.11% | 167 |
|
|
2021
Q4 | $555K | Sell |
6,867
-1,782
| -21% | -$144K | 0.19% | 141 |
|
|
2021
Q3 | $709K | Buy |
8,649
+1,204
| +16% | +$98.7K | 0.25% | 96 |
|
|
2021
Q2 | $612K | Sell |
7,445
-837
| -10% | -$68.8K | 0.18% | 126 |
|
|
2021
Q1 | $681K | Sell |
8,282
-2,839
| -26% | -$233K | 0.19% | 113 |
|
|
2020
Q4 | $922K | Sell |
11,121
-612
| -5% | -$50.7K | 0.25% | 79 |
|
|
2020
Q3 | $974K | Buy |
11,733
+2,543
| +28% | +$211K | 0.35% | 46 |
|
|
2020
Q2 | $764K | Buy |
9,190
+1,993
| +28% | +$166K | 0.33% | 59 |
|
|
2020
Q1 | $591K | Buy |
+7,197
| New | +$591K | 0.28% | 64 |
|
|
2019
Q4 | – | Sell |
-187
| Closed | -$15K | – | 218 |
|
|
2019
Q3 | $15K | Buy |
+187
| New | +$15K | 0.01% | 314 |
|