Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19
| Closed | -$1.43K | – | 204 |
|
|
2022
Q4 | $1.43K | Buy |
+19
| New | +$1.43K | ﹤0.01% | 191 |
|
|
2022
Q1 | – | Sell |
-298
| Closed | -$24K | – | 217 |
|
|
2021
Q4 | $24K | Buy |
298
+200
| +204% | +$16.1K | 0.01% | 138 |
|
|
2021
Q3 | $8K | Buy |
+98
| New | +$8K | ﹤0.01% | 170 |
|
|
2021
Q1 | – | Sell |
-135,874
| Closed | -$11.3M | – | 184 |
|
|
2020
Q4 | $11.3M | Buy |
+135,874
| New | +$11.3M | 7.14% | 4 |
|