Column Capital 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
2023
Q3
$545K Sell
7,252
-1,096
-13% -$82.4K 0.08% 80
2023
Q2
$631K Buy
8,348
+5,023
+151% +$380K 0.09% 75
2023
Q1
$254K Buy
3,325
+28
+0.8% +$2.14K 0.04% 115
2022
Q4
$248K Sell
3,297
-1,924
-37% -$145K 0.04% 107
2022
Q3
$391K Buy
5,221
+3,261
+166% +$244K 0.08% 71
2022
Q2
$151K Buy
+1,960
New +$151K 0.03% 138
2022
Q1
Hold
0
725
2021
Q4
Sell
-6,100
Closed -$500K 787
2021
Q3
$500K Hold
6,100
0.11% 70
2021
Q2
$501K Hold
6,100
0.11% 68
2021
Q1
$501K Buy
+6,100
New +$501K 0.11% 65