Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,869
| Closed | -$221K | – | 121 |
|
|
2023
Q4 | $221K | Buy |
+2,869
| New | +$221K | 0.1% | 113 |
|
|
2023
Q2 | – | Sell |
-2,800
| Closed | -$214K | – | 121 |
|
|
2023
Q1 | $214K | Buy |
2,800
+36
| +1% | +$2.75K | 0.1% | 116 |
|
|
2022
Q4 | $208K | Buy |
+2,764
| New | +$208K | 0.1% | 121 |
|
|
2020
Q2 | – | Sell |
-2,647
| Closed | -$218K | – | 56 |
|
|
2020
Q1 | $218K | Buy |
2,647
+99
| +4% | +$8.15K | 0.18% | 59 |
|
|
2019
Q4 | $205K | Buy |
2,548
+39
| +2% | +$3.14K | 0.15% | 58 |
|
|
2019
Q3 | $202K | Buy |
+2,509
| New | +$202K | 0.15% | 59 |
|