Coppell Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,817
| Closed | -$140K | – | 527 |
|
|
2024
Q4 | $140K | Sell |
1,817
-794
| -30% | -$61.4K | 0.02% | 349 |
|
|
2024
Q3 | $206K | Buy |
2,611
+434
| +20% | +$34.2K | 0.03% | 275 |
|
|
2024
Q2 | $167K | Buy |
+2,177
| New | +$167K | 0.03% | 292 |
|
|
2023
Q4 | $114K | Buy |
1,484
+1,400
| +1,667% | +$108K | 0.02% | 345 |
|
|
2023
Q3 | $6.32K | Sell |
84
-3
| -3% | -$226 | ﹤0.01% | 679 |
|
|
2023
Q2 | $6.57K | Buy |
+87
| New | +$6.57K | ﹤0.01% | 790 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$705 | – | 310 |
|
|
2022
Q4 | $705 | Buy |
+9
| New | +$705 | ﹤0.01% | 976 |
|