CFA
Compass Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,935
| Closed | -$221K | – | 127 |
|
|
2022
Q4 | $221K | Sell |
2,935
-45
| -2% | -$3.39K | 0.3% | 110 |
|
|
2022
Q3 | $223K | Buy |
2,980
+196
| +7% | +$14.7K | 0.33% | 101 |
|
|
2022
Q2 | $214K | Hold |
2,784
| – | – | 0.29% | 115 |
|
|
2022
Q1 | $217K | Hold |
2,784
| – | – | 0.24% | 127 |
|
|
2021
Q4 | $225K | Buy |
+2,784
| New | +$225K | 0.25% | 121 |
|