Coston McIsaac & Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7K | Buy |
93
+1
| +1% | +$75 | ﹤0.01% | 569 |
|
2025
Q1 | $7K | Buy |
92
+1
| +1% | +$76 | ﹤0.01% | 551 |
|
2024
Q4 | $7K | Buy |
91
+1
| +1% | +$77 | ﹤0.01% | 538 |
|
2024
Q3 | $7 | Hold |
90
| – | – | ﹤0.01% | 551 |
|
2024
Q2 | $6K | Buy |
90
+1
| +1% | +$67 | ﹤0.01% | 535 |
|
2024
Q1 | $6K | Buy |
89
+1
| +1% | +$67 | ﹤0.01% | 544 |
|
2023
Q4 | $6K | Sell |
88
-27
| -23% | -$1.84K | ﹤0.01% | 537 |
|
2023
Q3 | $8K | Buy |
115
+88
| +326% | +$6.12K | ﹤0.01% | 489 |
|
2023
Q2 | $2K | Sell |
27
-114
| -81% | -$8.44K | ﹤0.01% | 680 |
|
2023
Q1 | $10K | Buy |
141
+1
| +0.7% | +$71 | ﹤0.01% | 489 |
|
2022
Q4 | $10 | Hold |
140
| – | – | ﹤0.01% | 495 |
|
2022
Q3 | $10K | Hold |
140
| – | – | ﹤0.01% | 421 |
|
2022
Q2 | $11K | Buy |
+140
| New | +$11K | 0.01% | 264 |
|